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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 | $108,680 | $90,486+20.1% | $78,676+38.1% | $273,972-60.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 5.99% | 75.62%-69.6pp | 62.19%-56.2pp | 41.46%-35.5pp |
| Employer contribution / active EE | $4,336 | $3,175+36.6% | $2,850+52.2% | $4,869-10.9% |
| Participant deferral / active EE | $14,499 | $3,901+271.6% | $3,517+312.3% | $5,287+174.2% |
| Admin fee / account holder | $1,507 | $5,263-71.4% | $4,510-66.6% | $10,133-85.1% |