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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 | $77,814+53.5% | $158,223-24.5% | $86,983+37.3% |
| Participation rate | 100.0% | 68.4%+31.6pp | 79.2%+20.8pp | 69.5%+30.5pp |
| Annual return | 14.33% | 30.54%-16.2pp | 52.09%-37.8pp | 25.83%-11.5pp |
| Employer contribution / active EE | $5,927 | $2,592+128.6% | $4,109+44.2% | $2,584+129.3% |
| Participant deferral / active EE | $5,446 | $3,270+66.6% | $5,467-0.4% | $4,194+29.9% |
| Admin fee / account holder | $9,889 | $5,879+68.2% | $16,047-38.4% | $7,856+25.9% |