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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 | $109,058 | $81,358+34.0% | $155,556-29.9% | $80,959+34.7% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 17.07% | 33.39%-16.3pp | 64.84%-47.8pp | 35.67%-18.6pp |
| Employer contribution / active EE | $6,982 | $3,106+124.7% | $4,675+49.3% | $2,757+153.2% |
| Participant deferral / active EE | $7,112 | $3,455+105.8% | $5,631+26.3% | $4,300+65.4% |
| Admin fee / account holder | $1,975 | $7,994-75.3% | $15,885-87.6% | $6,925-71.5% |