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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 | $82,870 | $68,573+20.9% | $120,368-31.2% | $80,874+2.5% |
| Participation rate | 100.0% | 61.6%+38.4pp | 71.9%+28.1pp | 67.6%+32.4pp |
| Annual return | 12.90% | 23.61%-10.7pp | 107.26%-94.4pp | 35.62%-22.7pp |
| Employer contribution / active EE | $5,853 | $2,052+185.3% | $3,465+69.0% | $2,756+112.4% |
| Participant deferral / active EE | $2,328 | $3,174-26.7% | $4,991-53.4% | $4,297-45.8% |
| Admin fee / account holder | $1,125 | $5,734-80.4% | $9,429-88.1% | $6,935-83.8% |