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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 | $129,726 | $81,358+59.5% | $155,556-16.6% | $80,959+60.2% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 15.82% | 33.39%-17.6pp | 64.84%-49.0pp | 35.67%-19.8pp |
| Employer contribution / active EE | $8,356 | $3,106+169.0% | $4,675+78.7% | $2,757+203.1% |
| Participant deferral / active EE | $5,399 | $3,455+56.2% | $5,631-4.1% | $4,300+25.5% |
| Admin fee / account holder | $1,866 | $7,994-76.7% | $15,885-88.3% | $6,925-73.1% |