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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 | $81,276+59.6% | $155,574-16.6% | $80,925+60.3% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 15.82% | 33.36%-17.5pp | 64.87%-49.0pp | 35.65%-19.8pp |
| Employer contribution / active EE | $8,356 | $3,103+169.3% | $4,676+78.7% | $2,756+203.2% |
| Participant deferral / active EE | $5,399 | $3,453+56.4% | $5,629-4.1% | $4,299+25.6% |
| Admin fee / account holder | $1,866 | $7,993-76.7% | $15,914-88.3% | $6,940-73.1% |