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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 | $123,480 | $77,638+59.0% | $156,551-21.1% | $62,881+96.4% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 7.34% | 50.33%-43.0pp | 32.23%-24.9pp | 20.14%-12.8pp |
| Employer contribution / active EE | $4,621 | $3,444+34.2% | $5,501-16.0% | $2,281+102.6% |
| Participant deferral / active EE | $2,747 | $3,046-9.8% | $4,871-43.6% | $3,203-14.2% |
| Admin fee / account holder | $5,381 | $5,561-3.3% | $13,028-58.7% | $4,296+25.3% |