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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 | $87,900 | $197,625-55.5% | $177,840-50.6% | $158,966-44.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 19.54% | 58.76%-39.2pp | 48.32%-28.8pp | 302.95%-283.4pp |
| Employer contribution / active EE | $15,686 | $6,698+134.2% | $5,919+165.0% | $4,762+229.4% |
| Participant deferral / active EE | $11,193 | $8,405+33.2% | $7,714+45.1% | $5,983+87.1% |
| Admin fee / account holder | $3,851 | $15,405-75.0% | $12,431-69.0% | $11,250-65.8% |