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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 | $99,326 | $81,276+22.2% | $155,574-36.2% | $80,925+22.7% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 21.45% | 33.36%-11.9pp | 64.87%-43.4pp | 35.65%-14.2pp |
| Employer contribution / active EE | $6,069 | $3,103+95.6% | $4,676+29.8% | $2,756+120.2% |
| Participant deferral / active EE | $4,073 | $3,453+18.0% | $5,629-27.6% | $4,299-5.2% |
| Admin fee / account holder | $2,303 | $7,993-71.2% | $15,914-85.5% | $6,940-66.8% |