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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 | $81,284 | $65,364+24.4% | $92,909-12.5% | $72,975+11.4% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 19.76% | 42.11%-22.3pp | 109.44%-89.7pp | 81.01%-61.3pp |
| Employer contribution / active EE | $6,523 | $2,594+151.4% | $3,653+78.5% | $2,440+167.3% |
| Participant deferral / active EE | $4,534 | $3,128+44.9% | $4,238+7.0% | $3,608+25.7% |
| Admin fee / account holder | $1,501 | $4,251-64.7% | $5,795-74.1% | $5,124-70.7% |