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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 | $110,628 | $77,920+42.0% | $149,723-26.1% | $75,177+47.2% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 18.15% | 31.72%-13.6pp | 134.50%-116.4pp | 160.75%-142.6pp |
| Employer contribution / active EE | $9,144 | $3,138+191.4% | $4,821+89.6% | $2,671+242.3% |
| Participant deferral / active EE | $5,279 | $3,411+54.7% | $5,682-7.1% | $4,126+27.9% |
| Admin fee / account holder | $1,024 | $5,951-82.8% | $13,215-92.3% | $5,651-81.9% |