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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 | $87,567 | $93,598-6.4% | $135,974-35.6% | $75,173+16.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 16.90% | 30.89%-14.0pp | 68.30%-51.4pp | 160.72%-143.8pp |
| Employer contribution / active EE | $11,056 | $3,538+212.5% | $4,859+127.5% | $2,671+313.9% |
| Participant deferral / active EE | $13,572 | $6,405+111.9% | $7,760+74.9% | $4,126+228.9% |
| Admin fee / account holder | $24,515 | $6,978+251.3% | $10,767+127.7% | $5,651+333.8% |