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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 | $125,850 | $69,590+80.8% | $136,867-8.0% | $94,015+33.9% |
| Participation rate | 100.0% | 66.3%+33.7pp | 74.5%+25.5pp | 70.8%+29.2pp |
| Annual return | 14.33% | 19.62%-5.3pp | 42.97%-28.6pp | 17.84%-3.5pp |
| Employer contribution / active EE | $4,942 | $2,396+106.2% | $3,547+39.3% | $2,790+77.1% |
| Participant deferral / active EE | $9,394 | $3,437+173.4% | $4,924+90.8% | $4,249+121.1% |
| Admin fee / account holder | $3,309 | $8,912-62.9% | $10,340-68.0% | $8,951-63.0% |