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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 | $128,515 | $78,423+63.9% | $95,964+33.9% | $79,856+60.9% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 15.18% | 19.37%-4.2pp | 91.64%-76.5pp | 31.71%-16.5pp |
| Employer contribution / active EE | $1,585 | $1,945-18.5% | $2,541-37.6% | $2,471-35.9% |
| Participant deferral / active EE | $4,743 | $3,440+37.9% | $4,167+13.8% | $3,741+26.8% |
| Admin fee / account holder | $833 | $5,622-85.2% | $6,797-87.7% | $5,306-84.3% |