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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 | $104,801 | $72,027+45.5% | $185,835-43.6% | $79,852+31.2% |
| Participation rate | 100.0% | 65.8%+34.2pp | 78.0%+22.0pp | 69.6%+30.4pp |
| Annual return | 12.45% | 23.13%-10.7pp | 35.96%-23.5pp | 31.72%-19.3pp |
| Employer contribution / active EE | $5,520 | $1,965+180.9% | $4,087+35.0% | $2,471+123.4% |
| Participant deferral / active EE | $6,335 | $3,780+67.6% | $5,633+12.5% | $3,740+69.4% |
| Admin fee / account holder | $2,160 | $4,513-52.1% | $9,502-77.3% | $5,306-59.3% |