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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 | $129,368 | $88,672+45.9% | $105,223+22.9% | $82,448+56.9% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 15.18% | 30.86%-15.7pp | 180.65%-165.5pp | 41.64%-26.5pp |
| Employer contribution / active EE | $3,123 | $3,048+2.5% | $3,689-15.3% | $2,551+22.4% |
| Participant deferral / active EE | $7,087 | $4,036+75.6% | $5,072+39.7% | $4,139+71.2% |
| Admin fee / account holder | $11,222 | $7,146+57.0% | $8,859+26.7% | $7,234+55.1% |