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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 | $116,802 | $91,559+27.6% | $133,978-12.8% | $79,856+46.3% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 15.95% | 61.85%-45.9pp | 45.10%-29.1pp | 31.71%-15.8pp |
| Employer contribution / active EE | $3,843 | $2,384+61.2% | $3,919-1.9% | $2,471+55.5% |
| Participant deferral / active EE | $9,389 | $3,734+151.5% | $5,047+86.0% | $3,741+151.0% |
| Admin fee / account holder | $4,541 | $6,321-28.2% | $8,930-49.1% | $5,306-14.4% |