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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 | $68,852+28.4% | $120,524-26.6% | $80,925+9.3% |
| Participation rate | 100.0% | 61.6%+38.4pp | 71.9%+28.1pp | 67.7%+32.3pp |
| Annual return | 17.46% | 23.67%-6.2pp | 107.36%-89.9pp | 35.65%-18.2pp |
| Employer contribution / active EE | $4,760 | $2,063+130.7% | $3,469+37.2% | $2,756+72.7% |
| Participant deferral / active EE | $6,417 | $3,187+101.4% | $4,994+28.5% | $4,299+49.3% |
| Admin fee / account holder | $2,197 | $5,781-62.0% | $9,440-76.7% | $6,940-68.3% |