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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 | $106,667 | $91,198+17.0% | $178,503-40.2% | $79,856+33.6% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 17.00% | 24.20%-7.2pp | 151.12%-134.1pp | 31.71%-14.7pp |
| Employer contribution / active EE | $6,851 | $3,257+110.4% | $5,011+36.7% | $2,471+177.2% |
| Participant deferral / active EE | $2,888 | $3,237-10.8% | $5,202-44.5% | $3,741-22.8% |
| Admin fee / account holder | $15,714 | $6,748+132.9% | $13,987+12.3% | $5,306+196.1% |