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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 | $91,677 | $57,541+59.3% | $95,740-4.2% | $75,173+22.0% |
| Participation rate | 100.0% | 62.5%+37.5pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 20.16% | 34.93%-14.8pp | 28.41%-8.3pp | 160.72%-140.6pp |
| Employer contribution / active EE | $5,418 | $1,808+199.7% | $2,836+91.0% | $2,671+102.9% |
| Participant deferral / active EE | $3,166 | $3,074+3.0% | $4,244-25.4% | $4,126-23.3% |
| Admin fee / account holder | $12,188 | $4,099+197.4% | $5,676+114.7% | $5,651+115.7% |