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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 | $136,043 | $91,559+48.6% | $133,978+1.5% | $79,856+70.4% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 14.56% | 61.85%-47.3pp | 45.10%-30.5pp | 31.71%-17.2pp |
| Employer contribution / active EE | $2,913 | $2,384+22.2% | $3,919-25.7% | $2,471+17.9% |
| Participant deferral / active EE | $3,075 | $3,734-17.6% | $5,047-39.1% | $3,741-17.8% |
| Admin fee / account holder | $7,939 | $6,321+25.6% | $8,930-11.1% | $5,306+49.6% |