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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 | $107,746 | $81,331+32.5% | $155,534-30.7% | $80,935+33.1% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 20.33% | 33.37%-13.0pp | 64.92%-44.6pp | 35.66%-15.3pp |
| Employer contribution / active EE | $6,073 | $3,105+95.6% | $4,675+29.9% | $2,757+120.3% |
| Participant deferral / active EE | $7,710 | $3,454+123.2% | $5,630+36.9% | $4,299+79.3% |
| Admin fee / account holder | $1,679 | $7,999-79.0% | $15,900-89.4% | $6,924-75.7% |