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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 | $51,539 | $76,407-32.5% | $150,298-65.7% | $82,448-37.5% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 14.53% | 39.99%-25.5pp | 62.79%-48.3pp | 41.64%-27.1pp |
| Employer contribution / active EE | $6,994 | $2,614+167.5% | $4,154+68.4% | $2,551+174.2% |
| Participant deferral / active EE | $6,254 | $3,214+94.6% | $5,453+14.7% | $4,139+51.1% |
| Admin fee / account holder | $22,912 | $6,352+260.7% | $14,116+62.3% | $7,234+216.7% |