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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 | $115,489 | $76,551+50.9% | $123,894-6.8% | $62,881+83.7% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 8.30% | 18.68%-10.4pp | 47.52%-39.2pp | 20.14%-11.8pp |
| Employer contribution / active EE | $4,692 | $2,882+62.8% | $4,617+1.6% | $2,281+105.7% |
| Participant deferral / active EE | $6,092 | $4,840+25.9% | $5,984+1.8% | $3,203+90.2% |
| Admin fee / account holder | $4,087 | $4,826-15.3% | $8,357-51.1% | $4,296-4.9% |