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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 | $107,519 | $77,638+38.5% | $156,551-31.3% | $62,881+71.0% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 12.90% | 50.33%-37.4pp | 32.23%-19.3pp | 20.14%-7.2pp |
| Employer contribution / active EE | $4,205 | $3,444+22.1% | $5,501-23.6% | $2,281+84.3% |
| Participant deferral / active EE | $5,829 | $3,046+91.4% | $4,871+19.7% | $3,203+82.0% |
| Admin fee / account holder | $1,084 | $5,561-80.5% | $13,028-91.7% | $4,296-74.8% |