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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 | $227,357 | $135,956+67.2% | $123,894+83.5% | $273,972-17.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 12.51% | 56.63%-44.1pp | 47.52%-35.0pp | 41.46%-28.9pp |
| Employer contribution / active EE | $4,736 | $5,170-8.4% | $4,617+2.6% | $4,869-2.7% |
| Participant deferral / active EE | $3,000 | $6,343-52.7% | $5,984-49.9% | $5,287-43.3% |
| Admin fee / account holder | $5,000 | $9,817-49.1% | $8,357-40.2% | $10,133-50.7% |