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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 | $105,061 | $81,331+29.2% | $155,534-32.5% | $80,935+29.8% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 12.09% | 33.37%-21.3pp | 64.92%-52.8pp | 35.66%-23.6pp |
| Employer contribution / active EE | $4,291 | $3,105+38.2% | $4,675-8.2% | $2,757+55.7% |
| Participant deferral / active EE | $7,633 | $3,454+121.0% | $5,630+35.6% | $4,299+77.5% |
| Admin fee / account holder | $7,686 | $7,999-3.9% | $15,900-51.7% | $6,924+11.0% |