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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 | $141,460 | $76,407+85.1% | $150,298-5.9% | $82,448+71.6% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 15.80% | 39.99%-24.2pp | 62.79%-47.0pp | 41.64%-25.8pp |
| Employer contribution / active EE | $4,111 | $2,614+57.3% | $4,154-1.0% | $2,551+61.2% |
| Participant deferral / active EE | $7,557 | $3,214+135.1% | $5,453+38.6% | $4,139+82.6% |
| Admin fee / account holder | $4,749 | $6,352-25.2% | $14,116-66.4% | $7,234-34.4% |