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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 | $125,292 | $90,486+38.5% | $78,676+59.3% | $273,972-54.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 7.06% | 75.62%-68.6pp | 62.19%-55.1pp | 41.46%-34.4pp |
| Employer contribution / active EE | $5,114 | $3,175+61.1% | $2,850+79.5% | $4,869+5.0% |
| Participant deferral / active EE | $14,051 | $3,901+260.2% | $3,517+299.5% | $5,287+165.7% |
| Admin fee / account holder | $25,765 | $5,263+389.5% | $4,510+471.3% | $10,133+154.3% |