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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 | $137,833 | $81,358+69.4% | $155,556-11.4% | $80,959+70.3% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 16.52% | 33.39%-16.9pp | 64.84%-48.3pp | 35.67%-19.2pp |
| Employer contribution / active EE | $5,801 | $3,106+86.7% | $4,675+24.1% | $2,757+110.4% |
| Participant deferral / active EE | $7,048 | $3,455+104.0% | $5,631+25.2% | $4,300+63.9% |
| Admin fee / account holder | $7,290 | $7,994-8.8% | $15,885-54.1% | $6,925+5.3% |