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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 | $119,439 | $78,690+51.8% | $161,489-26.0% | $87,485+36.5% |
| Participation rate | 100.0% | 67.5%+32.5pp | 78.7%+21.3pp | 68.9%+31.1pp |
| Annual return | 14.33% | 32.74%-18.4pp | 89.72%-75.4pp | 26.06%-11.7pp |
| Employer contribution / active EE | $5,927 | $2,588+129.0% | $4,268+38.9% | $2,596+128.3% |
| Participant deferral / active EE | $5,446 | $3,311+64.5% | $5,630-3.3% | $4,274+27.4% |
| Admin fee / account holder | $9,889 | $6,724+47.1% | $16,006-38.2% | $7,775+27.2% |