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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 | $96,134 | $77,920+23.4% | $149,723-35.8% | $75,177+27.9% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 17.15% | 31.72%-14.6pp | 134.50%-117.3pp | 160.75%-143.6pp |
| Employer contribution / active EE | $5,426 | $3,138+72.9% | $4,821+12.5% | $2,671+103.1% |
| Participant deferral / active EE | $5,821 | $3,411+70.6% | $5,682+2.4% | $4,126+41.1% |
| Admin fee / account holder | $2,732 | $5,951-54.1% | $13,215-79.3% | $5,651-51.7% |