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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 | $107,848 | $90,486+19.2% | $78,676+37.1% | $273,972-60.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 9.11% | 75.62%-66.5pp | 62.19%-53.1pp | 41.46%-32.3pp |
| Employer contribution / active EE | $6,700 | $3,175+111.0% | $2,850+135.1% | $4,869+37.6% |
| Participant deferral / active EE | $5,833 | $3,901+49.5% | $3,517+65.9% | $5,287+10.3% |
| Admin fee / account holder | $875 | $5,263-83.4% | $4,510-80.6% | $10,133-91.4% |