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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 | $113,788 | $90,504+25.7% | $78,690+44.6% | $273,965-58.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 6.59% | 75.61%-69.0pp | 62.18%-55.6pp | 41.45%-34.9pp |
| Employer contribution / active EE | $4,952 | $3,176+55.9% | $2,851+73.7% | $4,869+1.7% |
| Participant deferral / active EE | $9,073 | $3,901+132.6% | $3,517+158.0% | $5,287+71.6% |
| Admin fee / account holder | $1,293 | $5,263-75.4% | $4,511-71.3% | $10,132-87.2% |