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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 | $100,147 | $77,908+28.5% | $149,696-33.1% | $75,173+33.2% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 17.72% | 31.73%-14.0pp | 134.46%-116.7pp | 160.72%-143.0pp |
| Employer contribution / active EE | $5,970 | $3,138+90.3% | $4,821+23.8% | $2,671+123.5% |
| Participant deferral / active EE | $4,850 | $3,411+42.2% | $5,682-14.6% | $4,126+17.5% |
| Admin fee / account holder | $1,842 | $5,950-69.0% | $13,212-86.1% | $5,651-67.4% |