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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 | $135,415 | $99,875+35.6% | $146,866-7.8% | $86,983+55.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 15.29% | 28.10%-12.8pp | 102.85%-87.6pp | 25.83%-10.5pp |
| Employer contribution / active EE | $4,058 | $3,224+25.9% | $4,425-8.3% | $2,584+57.0% |
| Participant deferral / active EE | $9,103 | $6,322+44.0% | $7,759+17.3% | $4,194+117.0% |
| Admin fee / account holder | $3,192 | $7,838-59.3% | $13,620-76.6% | $7,856-59.4% |