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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 | $123,590 | $81,331+52.0% | $155,534-20.5% | $80,935+52.7% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 10.99% | 33.37%-22.4pp | 64.92%-53.9pp | 35.66%-24.7pp |
| Employer contribution / active EE | $6,032 | $3,105+94.3% | $4,675+29.0% | $2,757+118.8% |
| Participant deferral / active EE | $2,934 | $3,454-15.1% | $5,630-47.9% | $4,299-31.8% |
| Admin fee / account holder | $3,396 | $7,999-57.6% | $15,900-78.6% | $6,924-51.0% |