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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 | $108,181 | $81,276+33.1% | $155,574-30.5% | $80,925+33.7% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 12.52% | 33.36%-20.8pp | 64.87%-52.4pp | 35.65%-23.1pp |
| Employer contribution / active EE | $3,333 | $3,103+7.4% | $4,676-28.7% | $2,756+20.9% |
| Participant deferral / active EE | $5,672 | $3,453+64.3% | $5,629+0.8% | $4,299+31.9% |
| Admin fee / account holder | $9,074 | $7,993+13.5% | $15,914-43.0% | $6,940+30.7% |