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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 | $79,448 | $67,411+17.9% | $91,004-12.7% | $70,126+13.3% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 15.44% | -40.16%+55.6pp | 4.60%+10.8pp | 73.15%-57.7pp |
| Employer contribution / active EE | $6,824 | $1,786+282.1% | $2,456+177.9% | $2,343+191.3% |
| Participant deferral / active EE | $3,498 | $2,823+23.9% | $3,548-1.4% | $3,332+5.0% |
| Admin fee / account holder | $2,382 | $4,236-43.8% | $5,417-56.0% | $4,645-48.7% |