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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 | $127,924 | $75,541+69.3% | $152,093-15.9% | $82,637+54.8% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 15.60% | 32.56%-17.0pp | 66.36%-50.8pp | 53.51%-37.9pp |
| Employer contribution / active EE | $3,265 | $2,622+24.5% | $4,175-21.8% | $2,552+27.9% |
| Participant deferral / active EE | $5,364 | $3,206+67.3% | $5,451-1.6% | $4,126+30.0% |
| Admin fee / account holder | $5,482 | $6,405-14.4% | $14,497-62.2% | $7,339-25.3% |