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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,597 | $90,486+26.6% | $78,676+45.7% | $273,972-58.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 6.02% | 75.62%-69.6pp | 62.19%-56.2pp | 41.46%-35.4pp |
| Employer contribution / active EE | $4,236 | $3,175+33.4% | $2,850+48.6% | $4,869-13.0% |
| Participant deferral / active EE | $4,910 | $3,901+25.9% | $3,517+39.6% | $5,287-7.1% |
| Admin fee / account holder | $698 | $5,263-86.7% | $4,510-84.5% | $10,133-93.1% |