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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 | $73,133 | $58,057+26.0% | $97,032-24.6% | $86,983-15.9% |
| Participation rate | 100.0% | 60.4%+39.6pp | 71.6%+28.4pp | 69.5%+30.5pp |
| Annual return | 13.57% | 22.26%-8.7pp | 35.38%-21.8pp | 25.83%-12.3pp |
| Employer contribution / active EE | $7,271 | $1,663+337.1% | $2,629+176.6% | $2,584+181.3% |
| Participant deferral / active EE | $3,996 | $3,244+23.2% | $4,672-14.5% | $4,194-4.7% |
| Admin fee / account holder | $17,488 | $4,839+261.4% | $9,418+85.7% | $7,856+122.6% |