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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 | $100,122 | $51,207+95.5% | $70,565+41.9% | $75,177+33.2% |
| Participation rate | 100.0% | 61.0%+39.0pp | 68.4%+31.6pp | 67.2%+32.8pp |
| Annual return | 15.87% | 30.05%-14.2pp | 32.79%-16.9pp | 160.75%-144.9pp |
| Employer contribution / active EE | $7,791 | $1,826+326.6% | $2,976+161.8% | $2,671+191.7% |
| Participant deferral / active EE | $5,412 | $2,850+89.9% | $4,568+18.5% | $4,126+31.1% |
| Admin fee / account holder | $1,434 | $4,097-65.0% | $6,430-77.7% | $5,651-74.6% |