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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 | $119,507 | $90,486+32.1% | $78,676+51.9% | $273,972-56.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 6.40% | 75.62%-69.2pp | 62.19%-55.8pp | 41.46%-35.1pp |
| Employer contribution / active EE | $3,363 | $3,175+5.9% | $2,850+18.0% | $4,869-30.9% |
| Participant deferral / active EE | $2,551 | $3,901-34.6% | $3,517-27.5% | $5,287-51.8% |
| Admin fee / account holder | $8,894 | $5,263+69.0% | $4,510+97.2% | $10,133-12.2% |