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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 | $82,631 | $76,407+8.1% | $150,298-45.0% | $82,448+0.2% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 13.48% | 39.99%-26.5pp | 62.79%-49.3pp | 41.64%-28.2pp |
| Employer contribution / active EE | $4,928 | $2,614+88.5% | $4,154+18.6% | $2,551+93.2% |
| Participant deferral / active EE | $5,134 | $3,214+59.7% | $5,453-5.8% | $4,139+24.0% |
| Admin fee / account holder | $11,788 | $6,352+85.6% | $14,116-16.5% | $7,234+62.9% |