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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 | $132,418 | $91,198+45.2% | $178,503-25.8% | $79,856+65.8% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 13.92% | 24.20%-10.3pp | 151.12%-137.2pp | 31.71%-17.8pp |
| Employer contribution / active EE | $7,646 | $3,257+134.8% | $5,011+52.6% | $2,471+209.4% |
| Participant deferral / active EE | $4,096 | $3,237+26.6% | $5,202-21.3% | $3,741+9.5% |
| Admin fee / account holder | $2,606 | $6,748-61.4% | $13,987-81.4% | $5,306-50.9% |