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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 | $115,910 | $95,406+21.5% | $185,849-37.6% | $85,847+35.0% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 18.32% | 23.59%-5.3pp | 122.10%-103.8pp | 318.61%-300.3pp |
| Employer contribution / active EE | $4,654 | $3,314+40.5% | $5,169-10.0% | $2,565+81.4% |
| Participant deferral / active EE | $3,432 | $3,424+0.2% | $5,569-38.4% | $3,952-13.2% |
| Admin fee / account holder | $4,534 | $7,214-37.1% | $16,244-72.1% | $6,261-27.6% |