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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 | $111,789 | $78,690+42.1% | $161,489-30.8% | $87,485+27.8% |
| Participation rate | 100.0% | 67.5%+32.5pp | 78.7%+21.3pp | 68.9%+31.1pp |
| Annual return | 14.86% | 32.74%-17.9pp | 89.72%-74.9pp | 26.06%-11.2pp |
| Employer contribution / active EE | $8,611 | $2,588+232.7% | $4,268+101.7% | $2,596+231.7% |
| Participant deferral / active EE | $3,979 | $3,311+20.2% | $5,630-29.3% | $4,274-6.9% |
| Admin fee / account holder | $1,562 | $6,724-76.8% | $16,006-90.2% | $7,775-79.9% |