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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 | $120,460 | $61,390+96.2% | $112,228+7.3% | $75,177+60.2% |
| Participation rate | 100.0% | 61.6%+38.4pp | 72.4%+27.6pp | 67.2%+32.8pp |
| Annual return | 15.72% | 28.47%-12.7pp | 30.23%-14.5pp | 160.75%-145.0pp |
| Employer contribution / active EE | $6,523 | $2,015+223.8% | $3,432+90.1% | $2,671+144.2% |
| Participant deferral / active EE | $6,284 | $3,108+102.2% | $4,800+30.9% | $4,126+52.3% |
| Admin fee / account holder | $11,046 | $4,862+127.2% | $7,752+42.5% | $5,651+95.5% |