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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 | $76,407+37.0% | $150,298-30.3% | $82,448+27.0% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 15.27% | 39.99%-24.7pp | 62.79%-47.5pp | 41.64%-26.4pp |
| Employer contribution / active EE | $6,368 | $2,614+143.6% | $4,154+53.3% | $2,551+149.6% |
| Participant deferral / active EE | $3,731 | $3,214+16.1% | $5,453-31.6% | $4,139-9.9% |
| Admin fee / account holder | $939 | $6,352-85.2% | $14,116-93.3% | $7,234-87.0% |