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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 | $179,663 | $81,487+120.5% | $102,412+75.4% | $80,935+122.0% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 12.67% | 25.60%-12.9pp | 24.94%-12.3pp | 35.66%-23.0pp |
| Employer contribution / active EE | $10,803 | $3,103+248.2% | $3,870+179.2% | $2,757+291.9% |
| Participant deferral / active EE | $10,452 | $3,871+170.0% | $5,060+106.5% | $4,299+143.1% |
| Admin fee / account holder | $3,271 | $6,717-51.3% | $8,388-61.0% | $6,924-52.8% |