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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 | $116,818 | $77,638+50.5% | $156,551-25.4% | $62,881+85.8% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 13.69% | 50.33%-36.6pp | 32.23%-18.5pp | 20.14%-6.5pp |
| Employer contribution / active EE | $4,443 | $3,444+29.0% | $5,501-19.2% | $2,281+94.8% |
| Participant deferral / active EE | $3,033 | $3,046-0.4% | $4,871-37.7% | $3,203-5.3% |
| Admin fee / account holder | $2,765 | $5,561-50.3% | $13,028-78.8% | $4,296-35.6% |