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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 | $112,245 | $98,776+13.6% | $149,745-25.0% | $79,856+40.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 19.80% | 27.38%-7.6pp | 276.72%-256.9pp | 31.71%-11.9pp |
| Employer contribution / active EE | $4,056 | $3,217+26.1% | $4,646-12.7% | $2,471+64.1% |
| Participant deferral / active EE | $7,308 | $5,681+28.6% | $6,843+6.8% | $3,741+95.4% |
| Admin fee / account holder | $2,346 | $6,053-61.2% | $9,312-74.8% | $5,306-55.8% |