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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 | $113,127 | $81,276+39.2% | $155,574-27.3% | $80,925+39.8% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 12.94% | 33.36%-20.4pp | 64.87%-51.9pp | 35.65%-22.7pp |
| Employer contribution / active EE | $9,428 | $3,103+203.8% | $4,676+101.6% | $2,756+242.1% |
| Participant deferral / active EE | $6,658 | $3,453+92.8% | $5,629+18.3% | $4,299+54.9% |
| Admin fee / account holder | $3,241 | $7,993-59.5% | $15,914-79.6% | $6,940-53.3% |