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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 | $82,631 | $77,920+6.0% | $149,723-44.8% | $75,177+9.9% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 16.06% | 31.72%-15.7pp | 134.50%-118.4pp | 160.75%-144.7pp |
| Employer contribution / active EE | $7,034 | $3,138+124.1% | $4,821+45.9% | $2,671+163.4% |
| Participant deferral / active EE | $5,254 | $3,411+54.0% | $5,682-7.5% | $4,126+27.3% |
| Admin fee / account holder | $2,626 | $5,951-55.9% | $13,215-80.1% | $5,651-53.5% |