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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 | $113,833 | $48,076+136.8% | $78,690+44.7% | $62,891+81.0% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 7.94% | 31.35%-23.4pp | 62.18%-54.2pp | 20.14%-12.2pp |
| Employer contribution / active EE | $2,505 | $2,015+24.3% | $2,851-12.1% | $2,281+9.8% |
| Participant deferral / active EE | $5,401 | $2,588+108.7% | $3,517+53.6% | $3,203+68.6% |
| Admin fee / account holder | $5,566 | $3,207+73.5% | $4,511+23.4% | $4,296+29.6% |