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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 | $119,829 | $37,436+220.1% | $77,513+54.6% | $79,858+50.1% |
| Participation rate | 96.2% | 41.5%+54.6pp | 54.2%+42.0pp | 69.6%+26.5pp |
| Annual return | 11.07% | 39.75%-28.7pp | 54.81%-43.7pp | 31.72%-20.6pp |
| Employer contribution / active EE | $1,642 | $637+157.8% | $987+66.4% | $2,471-33.5% |
| Participant deferral / active EE | $6,988 | $1,261+454.4% | $1,861+275.5% | $3,740+86.8% |
| Admin fee / account holder | $8,455 | $2,505+237.5% | $2,859+195.7% | $5,306+59.3% |