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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 | $88,416 | $68,880+28.4% | $120,580-26.7% | $80,959+9.2% |
| Participation rate | 100.0% | 61.7%+38.3pp | 72.0%+28.0pp | 67.7%+32.3pp |
| Annual return | 17.46% | 23.68%-6.2pp | 107.48%-90.0pp | 35.67%-18.2pp |
| Employer contribution / active EE | $4,760 | $2,066+130.4% | $3,469+37.2% | $2,757+72.6% |
| Participant deferral / active EE | $6,417 | $3,191+101.1% | $4,995+28.5% | $4,300+49.2% |
| Admin fee / account holder | $2,197 | $5,785-62.0% | $9,418-76.7% | $6,925-68.3% |