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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 | $104,345 | $77,638+34.4% | $156,551-33.3% | $62,881+65.9% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 5.46% | 50.33%-44.9pp | 32.23%-26.8pp | 20.14%-14.7pp |
| Employer contribution / active EE | $3,174 | $3,444-7.8% | $5,501-42.3% | $2,281+39.1% |
| Participant deferral / active EE | $5,275 | $3,046+73.2% | $4,871+8.3% | $3,203+64.7% |
| Admin fee / account holder | $1,485 | $5,561-73.3% | $13,028-88.6% | $4,296-65.4% |