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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 | $112,208 | $81,358+37.9% | $155,556-27.9% | $80,959+38.6% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 12.94% | 33.39%-20.4pp | 64.84%-51.9pp | 35.67%-22.7pp |
| Employer contribution / active EE | $5,316 | $3,106+71.1% | $4,675+13.7% | $2,757+92.8% |
| Participant deferral / active EE | $4,215 | $3,455+22.0% | $5,631-25.1% | $4,300-2.0% |
| Admin fee / account holder | $5,750 | $7,994-28.1% | $15,885-63.8% | $6,925-17.0% |