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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 | $125,137 | $76,407+63.8% | $150,298-16.7% | $82,448+51.8% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 16.42% | 39.99%-23.6pp | 62.79%-46.4pp | 41.64%-25.2pp |
| Employer contribution / active EE | $4,716 | $2,614+80.4% | $4,154+13.5% | $2,551+84.9% |
| Participant deferral / active EE | $4,201 | $3,214+30.7% | $5,453-23.0% | $4,139+1.5% |
| Admin fee / account holder | $3,501 | $6,352-44.9% | $14,116-75.2% | $7,234-51.6% |