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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 | $119,572 | $55,902+113.9% | $76,030+57.3% | $80,959+47.7% |
| Participation rate | 100.0% | 62.1%+37.9pp | 69.1%+30.9pp | 67.7%+32.3pp |
| Annual return | 11.86% | 20.59%-8.7pp | 361.54%-349.7pp | 35.67%-23.8pp |
| Employer contribution / active EE | $2,301 | $1,867+23.3% | $2,688-14.4% | $2,757-16.5% |
| Participant deferral / active EE | $4,081 | $3,051+33.8% | $4,257-4.1% | $4,300-5.1% |
| Admin fee / account holder | $559 | $5,239-89.3% | $6,421-91.3% | $6,925-91.9% |