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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 | $81,358+41.3% | $155,556-26.1% | $80,959+42.0% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 17.24% | 33.39%-16.1pp | 64.84%-47.6pp | 35.67%-18.4pp |
| Employer contribution / active EE | $5,657 | $3,106+82.1% | $4,675+21.0% | $2,757+105.2% |
| Participant deferral / active EE | $16,623 | $3,455+381.1% | $5,631+195.2% | $4,300+286.5% |
| Admin fee / account holder | $5,263 | $7,994-34.2% | $15,885-66.9% | $6,925-24.0% |