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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 | $125,463 | $60,442+107.6% | $96,754+29.7% | $87,485+43.4% |
| Participation rate | 100.0% | 58.7%+41.3pp | 70.3%+29.7pp | 68.9%+31.1pp |
| Annual return | 16.39% | 21.97%-5.6pp | 82.04%-65.6pp | 26.06%-9.7pp |
| Employer contribution / active EE | $4,517 | $1,691+167.2% | $2,679+68.6% | $2,596+74.0% |
| Participant deferral / active EE | $2,932 | $3,280-10.6% | $4,758-38.4% | $4,274-31.4% |
| Admin fee / account holder | $4,768 | $5,069-5.9% | $8,905-46.5% | $7,775-38.7% |