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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 | $137,695 | $81,262+69.4% | $155,602-11.5% | $80,911+70.2% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 29.70% | 33.34%-3.6pp | 64.81%-35.1pp | 35.63%-5.9pp |
| Employer contribution / active EE | $4,648 | $3,102+49.8% | $4,675-0.6% | $2,756+68.7% |
| Participant deferral / active EE | $3,452 | $3,4510% | $5,629-38.7% | $4,297-19.7% |
| Admin fee / account holder | $2,632 | $7,992-67.1% | $15,923-83.5% | $6,935-62.0% |