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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 | $112,716 | $78,690+43.2% | $161,489-30.2% | $87,485+28.8% |
| Participation rate | 100.0% | 67.5%+32.5pp | 78.7%+21.3pp | 68.9%+31.1pp |
| Annual return | 14.87% | 32.74%-17.9pp | 89.72%-74.9pp | 26.06%-11.2pp |
| Employer contribution / active EE | $5,582 | $2,588+115.7% | $4,268+30.8% | $2,596+115.0% |
| Participant deferral / active EE | $6,531 | $3,311+97.3% | $5,630+16.0% | $4,274+52.8% |
| Admin fee / account holder | $3,205 | $6,724-52.3% | $16,006-80.0% | $7,775-58.8% |