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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 | $132,681 | $101,763+30.4% | $164,866-19.5% | $80,874+64.1% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 12.19% | 16.73%-4.5pp | 69.97%-57.8pp | 35.62%-23.4pp |
| Employer contribution / active EE | $2,825 | $2,954-4.4% | $4,343-34.9% | $2,756+2.5% |
| Participant deferral / active EE | $5,906 | $4,477+31.9% | $6,033-2.1% | $4,297+37.5% |
| Admin fee / account holder | $9,857 | $8,228+19.8% | $12,689-22.3% | $6,935+42.1% |