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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 | $125,869 | $75,541+66.6% | $152,093-17.2% | $82,637+52.3% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 15.75% | 32.56%-16.8pp | 66.36%-50.6pp | 53.51%-37.8pp |
| Employer contribution / active EE | $2,867 | $2,622+9.3% | $4,175-31.3% | $2,552+12.4% |
| Participant deferral / active EE | $6,312 | $3,206+96.9% | $5,451+15.8% | $4,126+53.0% |
| Admin fee / account holder | $14,928 | $6,405+133.1% | $14,497+3.0% | $7,339+103.4% |