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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 | $140,902 | $81,358+73.2% | $155,556-9.4% | $80,959+74.0% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 14.30% | 33.39%-19.1pp | 64.84%-50.5pp | 35.67%-21.4pp |
| Employer contribution / active EE | $4,646 | $3,106+49.6% | $4,675-0.6% | $2,757+68.5% |
| Participant deferral / active EE | $7,636 | $3,455+121.0% | $5,631+35.6% | $4,300+77.6% |
| Admin fee / account holder | $4,169 | $7,994-47.8% | $15,885-73.8% | $6,925-39.8% |