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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 | $100,042 | $89,367+11.9% | $141,191-29.1% | $72,975+37.1% |
| Participation rate | 92.5% | 75.1%+17.4pp | 82.5%+10.0pp | 69.5%+23.0pp |
| Annual return | 21.98% | 111.87%-89.9pp | 71.41%-49.4pp | 81.01%-59.0pp |
| Employer contribution / active EE | $1,250 | $3,115-59.9% | $4,736-73.6% | $2,440-48.8% |
| Participant deferral / active EE | $7,667 | $5,419+41.5% | $6,710+14.3% | $3,608+112.5% |
| Admin fee / account holder | $37,528 | $5,957+530.0% | $10,264+265.6% | $5,124+632.4% |