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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 | $134,780 | $76,407+76.4% | $150,298-10.3% | $82,448+63.5% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 16.69% | 39.99%-23.3pp | 62.79%-46.1pp | 41.64%-24.9pp |
| Employer contribution / active EE | $5,085 | $2,614+94.5% | $4,154+22.4% | $2,551+99.3% |
| Participant deferral / active EE | $6,675 | $3,214+107.7% | $5,453+22.4% | $4,139+61.3% |
| Admin fee / account holder | $4,174 | $6,352-34.3% | $14,116-70.4% | $7,234-42.3% |