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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 | $125,739 | $81,331+54.6% | $155,534-19.2% | $80,935+55.4% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 12.01% | 33.37%-21.4pp | 64.92%-52.9pp | 35.66%-23.6pp |
| Employer contribution / active EE | $4,891 | $3,105+57.5% | $4,675+4.6% | $2,757+77.4% |
| Participant deferral / active EE | $5,096 | $3,454+47.5% | $5,630-9.5% | $4,299+18.5% |
| Admin fee / account holder | $13,013 | $7,999+62.7% | $15,900-18.2% | $6,924+87.9% |