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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 | $78,616 | $70,684+11.2% | $169,390-53.6% | $75,173+4.6% |
| Participation rate | 100.0% | 64.8%+35.2pp | 77.2%+22.8pp | 67.2%+32.8pp |
| Annual return | 16.19% | 36.38%-20.2pp | 406.07%-389.9pp | 160.72%-144.5pp |
| Employer contribution / active EE | $7,198 | $2,211+225.6% | $4,013+79.4% | $2,671+169.5% |
| Participant deferral / active EE | $5,898 | $4,310+36.8% | $6,222-5.2% | $4,126+42.9% |
| Admin fee / account holder | $1,050 | $5,404-80.6% | $9,015-88.4% | $5,651-81.4% |