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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 | $124,719 | $68,880+81.1% | $120,580+3.4% | $80,959+54.1% |
| Participation rate | 100.0% | 61.7%+38.3pp | 72.0%+28.0pp | 67.7%+32.3pp |
| Annual return | 13.38% | 23.68%-10.3pp | 107.48%-94.1pp | 35.67%-22.3pp |
| Employer contribution / active EE | $7,163 | $2,066+246.7% | $3,469+106.5% | $2,757+159.8% |
| Participant deferral / active EE | $8,227 | $3,191+157.8% | $4,995+64.7% | $4,300+91.3% |
| Admin fee / account holder | $2,883 | $5,785-50.2% | $9,418-69.4% | $6,925-58.4% |