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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 | $100,521 | $77,638+29.5% | $156,551-35.8% | $62,881+59.9% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 5.70% | 50.33%-44.6pp | 32.23%-26.5pp | 20.14%-14.4pp |
| Employer contribution / active EE | $3,104 | $3,444-9.9% | $5,501-43.6% | $2,281+36.1% |
| Participant deferral / active EE | $5,455 | $3,046+79.1% | $4,871+12.0% | $3,203+70.3% |
| Admin fee / account holder | $1,057 | $5,561-81.0% | $13,028-91.9% | $4,296-75.4% |