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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 | $118,155 | $81,331+45.3% | $155,534-24.0% | $80,935+46.0% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 16.27% | 33.37%-17.1pp | 64.92%-48.6pp | 35.66%-19.4pp |
| Employer contribution / active EE | $3,616 | $3,105+16.5% | $4,675-22.6% | $2,757+31.2% |
| Participant deferral / active EE | $6,065 | $3,454+75.6% | $5,630+7.7% | $4,299+41.1% |
| Admin fee / account holder | $3,481 | $7,999-56.5% | $15,900-78.1% | $6,924-49.7% |