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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 | $130,832 | $77,638+68.5% | $156,552-16.4% | $62,881+108.1% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 10.18% | 50.33%-40.1pp | 32.23%-22.1pp | 20.14%-10.0pp |
| Employer contribution / active EE | $5,354 | $3,444+55.5% | $5,501-2.7% | $2,281+134.8% |
| Participant deferral / active EE | $3,576 | $3,046+17.4% | $4,871-26.6% | $3,203+11.7% |
| Admin fee / account holder | $9,678 | $5,561+74.0% | $13,028-25.7% | $4,296+125.3% |