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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 | $104,715 | $78,690+33.1% | $161,489-35.2% | $87,485+19.7% |
| Participation rate | 100.0% | 67.5%+32.5pp | 78.7%+21.3pp | 68.9%+31.1pp |
| Annual return | 15.27% | 32.74%-17.5pp | 89.72%-74.5pp | 26.06%-10.8pp |
| Employer contribution / active EE | $6,368 | $2,588+146.0% | $4,268+49.2% | $2,596+145.3% |
| Participant deferral / active EE | $3,731 | $3,311+12.7% | $5,630-33.7% | $4,274-12.7% |
| Admin fee / account holder | $939 | $6,724-86.0% | $16,006-94.1% | $7,775-87.9% |