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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 | $101,198 | $65,367+54.8% | $92,915+8.9% | $72,976+38.7% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 22.26% | 42.11%-19.8pp | 109.45%-87.2pp | 81.02%-58.8pp |
| Employer contribution / active EE | $6,768 | $2,594+160.9% | $3,653+85.3% | $2,440+177.4% |
| Participant deferral / active EE | $2,323 | $3,128-25.7% | $4,238-45.2% | $3,608-35.6% |
| Admin fee / account holder | $1,665 | $4,251-60.8% | $5,796-71.3% | $5,124-67.5% |