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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 | $56,398 | $49,239+14.5% | $70,462-20.0% | $79,858-29.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 15.20% | 30.08%-14.9pp | 109.08%-93.9pp | 31.72%-16.5pp |
| Employer contribution / active EE | $5,133 | $2,100+144.4% | $2,737+87.5% | $2,471+107.7% |
| Participant deferral / active EE | $6,843 | $2,769+147.1% | $3,710+84.5% | $3,740+83.0% |
| Admin fee / account holder | $3,224 | $2,876+12.1% | $3,845-16.2% | $5,306-39.2% |