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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 | $68,852+20.4% | $120,524-31.2% | $80,925+2.4% |
| Participation rate | 100.0% | 61.6%+38.4pp | 71.9%+28.1pp | 67.7%+32.3pp |
| Annual return | 12.90% | 23.67%-10.8pp | 107.36%-94.5pp | 35.65%-22.7pp |
| Employer contribution / active EE | $5,853 | $2,063+183.7% | $3,469+68.7% | $2,756+112.4% |
| Participant deferral / active EE | $2,328 | $3,187-26.9% | $4,994-53.4% | $4,299-45.8% |
| Admin fee / account holder | $1,125 | $5,781-80.5% | $9,440-88.1% | $6,940-83.8% |