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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 | $93,231 | $81,262+14.7% | $155,602-40.1% | $80,911+15.2% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 21.59% | 33.34%-11.7pp | 64.81%-43.2pp | 35.63%-14.0pp |
| Employer contribution / active EE | $18,213 | $3,102+487.2% | $4,675+289.6% | $2,756+560.9% |
| Participant deferral / active EE | $17,272 | $3,451+400.4% | $5,629+206.9% | $4,297+301.9% |
| Admin fee / account holder | $7,092 | $7,992-11.3% | $15,923-55.5% | $6,935+2.3% |