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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 | $115,853 | $81,276+42.5% | $155,574-25.5% | $80,925+43.2% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 11.34% | 33.36%-22.0pp | 64.87%-53.5pp | 35.65%-24.3pp |
| Employer contribution / active EE | $2,959 | $3,103-4.6% | $4,676-36.7% | $2,756+7.4% |
| Participant deferral / active EE | $5,961 | $3,453+72.7% | $5,629+5.9% | $4,299+38.7% |
| Admin fee / account holder | $25,841 | $7,993+223.3% | $15,914+62.4% | $6,940+272.3% |