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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 | $144,307 | $77,638+85.9% | $156,551-7.8% | $62,881+129.5% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 5.93% | 50.33%-44.4pp | 32.23%-26.3pp | 20.14%-14.2pp |
| Employer contribution / active EE | $4,467 | $3,444+29.7% | $5,501-18.8% | $2,281+95.9% |
| Participant deferral / active EE | $3,594 | $3,046+18.0% | $4,871-26.2% | $3,203+12.2% |
| Admin fee / account holder | $2,216 | $5,561-60.2% | $13,028-83.0% | $4,296-48.4% |