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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 | $130,611 | $81,233+60.8% | $155,567-16.0% | $80,874+61.5% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 12.73% | 33.33%-20.6pp | 64.74%-52.0pp | 35.62%-22.9pp |
| Employer contribution / active EE | $3,613 | $3,101+16.5% | $4,674-22.7% | $2,756+31.1% |
| Participant deferral / active EE | $5,866 | $3,452+69.9% | $5,628+4.2% | $4,297+36.5% |
| Admin fee / account holder | $10,498 | $7,998+31.3% | $15,916-34.0% | $6,935+51.4% |