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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 | $122,390 | $101,763+20.3% | $164,866-25.8% | $80,874+51.3% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 13.77% | 16.73%-3.0pp | 69.97%-56.2pp | 35.62%-21.9pp |
| Employer contribution / active EE | $4,875 | $2,954+65.0% | $4,343+12.3% | $2,756+76.9% |
| Participant deferral / active EE | $4,113 | $4,477-8.1% | $6,033-31.8% | $4,297-4.3% |
| Admin fee / account holder | $2,590 | $8,228-68.5% | $12,689-79.6% | $6,935-62.6% |