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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 | $104,657 | $75,962+37.8% | $154,111-32.1% | $64,173+63.1% |
| Participation rate | 96.4% | 70.4%+25.9pp | 83.0%+13.3pp | 69.6%+26.8pp |
| Annual return | 10.59% | 30.32%-19.7pp | 735.18%-724.6pp | 7.63%+3.0pp |
| Employer contribution / active EE | $925 | $3,350-72.4% | $5,298-82.5% | $2,381-61.1% |
| Participant deferral / active EE | $7,043 | $3,175+121.8% | $5,081+38.6% | $3,470+103.0% |
| Admin fee / account holder | $2,604 | $5,589-53.4% | $13,411-80.6% | $4,887-46.7% |