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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 | $114,975 | $81,276+41.5% | $155,574-26.1% | $80,925+42.1% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 17.24% | 33.36%-16.1pp | 64.87%-47.6pp | 35.65%-18.4pp |
| Employer contribution / active EE | $5,657 | $3,103+82.3% | $4,676+21.0% | $2,756+105.2% |
| Participant deferral / active EE | $16,623 | $3,453+381.4% | $5,629+195.3% | $4,299+286.7% |
| Admin fee / account holder | $5,263 | $7,993-34.2% | $15,914-66.9% | $6,940-24.2% |