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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 | $75,541+48.0% | $152,093-26.5% | $82,637+35.3% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 14.86% | 32.56%-17.7pp | 66.36%-51.5pp | 53.51%-38.6pp |
| Employer contribution / active EE | $8,611 | $2,622+228.4% | $4,175+106.3% | $2,552+237.4% |
| Participant deferral / active EE | $3,979 | $3,206+24.1% | $5,451-27.0% | $4,126-3.6% |
| Admin fee / account holder | $1,562 | $6,405-75.6% | $14,497-89.2% | $7,339-78.7% |