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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 | $102,118 | $89,367+14.3% | $141,191-27.7% | $72,975+39.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 19.85% | 111.87%-92.0pp | 71.41%-51.6pp | 81.01%-61.2pp |
| Employer contribution / active EE | $2,874 | $3,115-7.7% | $4,736-39.3% | $2,440+17.8% |
| Participant deferral / active EE | $7,107 | $5,419+31.2% | $6,710+5.9% | $3,608+97.0% |
| Admin fee / account holder | $4,065 | $5,957-31.8% | $10,264-60.4% | $5,124-20.7% |