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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 | $155,858 | $77,638+100.8% | $156,551-0.4% | $62,881+147.9% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 8.09% | 50.33%-42.2pp | 32.23%-24.1pp | 20.14%-12.1pp |
| Employer contribution / active EE | $6,716 | $3,444+95.0% | $5,501+22.1% | $2,281+194.5% |
| Participant deferral / active EE | $5,470 | $3,046+79.6% | $4,871+12.3% | $3,203+70.8% |
| Admin fee / account holder | $5,092 | $5,561-8.4% | $13,028-60.9% | $4,296+18.5% |