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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 | $133,728 | $91,167+46.7% | $178,498-25.1% | $79,858+67.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 11.25% | 24.19%-12.9pp | 151.09%-139.8pp | 31.72%-20.5pp |
| Employer contribution / active EE | $5,479 | $3,255+68.3% | $5,011+9.3% | $2,471+121.8% |
| Participant deferral / active EE | $6,545 | $3,236+102.3% | $5,202+25.8% | $3,740+75.0% |
| Admin fee / account holder | $4,551 | $6,747-32.6% | $13,985-67.5% | $5,306-14.2% |