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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 | $116,872 | $81,358+43.7% | $155,556-24.9% | $80,959+44.4% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 43.20% | 33.39%+9.8pp | 64.84%-21.6pp | 35.67%+7.5pp |
| Employer contribution / active EE | $4,681 | $3,106+50.7% | $4,675+0.1% | $2,757+69.8% |
| Participant deferral / active EE | $3,084 | $3,455-10.7% | $5,631-45.2% | $4,300-28.3% |
| Admin fee / account holder | $9,433 | $7,994+18.0% | $15,885-40.6% | $6,925+36.2% |