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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 | $112,716 | $76,407+47.5% | $150,298-25.0% | $82,448+36.7% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 14.87% | 39.99%-25.1pp | 62.79%-47.9pp | 41.64%-26.8pp |
| Employer contribution / active EE | $5,582 | $2,614+113.6% | $4,154+34.4% | $2,551+118.8% |
| Participant deferral / active EE | $6,531 | $3,214+103.2% | $5,453+19.8% | $4,139+57.8% |
| Admin fee / account holder | $3,205 | $6,352-49.5% | $14,116-77.3% | $7,234-55.7% |