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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 | $125,088 | $78,690+59.0% | $161,489-22.5% | $87,485+43.0% |
| Participation rate | 100.0% | 67.5%+32.5pp | 78.7%+21.3pp | 68.9%+31.1pp |
| Annual return | 15.63% | 32.74%-17.1pp | 89.72%-74.1pp | 26.06%-10.4pp |
| Employer contribution / active EE | $9,164 | $2,588+254.1% | $4,268+114.7% | $2,596+253.0% |
| Participant deferral / active EE | $7,117 | $3,311+115.0% | $5,630+26.4% | $4,274+66.5% |
| Admin fee / account holder | $4,703 | $6,724-30.1% | $16,006-70.6% | $7,775-39.5% |