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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 | $112,970 | $77,638+45.5% | $156,551-27.8% | $62,881+79.7% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 9.42% | 50.33%-40.9pp | 32.23%-22.8pp | 20.14%-10.7pp |
| Employer contribution / active EE | $6,667 | $3,444+93.6% | $5,501+21.2% | $2,281+192.3% |
| Participant deferral / active EE | $4,178 | $3,046+37.2% | $4,871-14.2% | $3,203+30.4% |
| Admin fee / account holder | $2,103 | $5,561-62.2% | $13,028-83.9% | $4,296-51.0% |