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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 | $101,394 | $81,262+24.8% | $155,602-34.8% | $80,911+25.3% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 16.24% | 33.34%-17.1pp | 64.81%-48.6pp | 35.63%-19.4pp |
| Employer contribution / active EE | $2,886 | $3,102-7.0% | $4,675-38.3% | $2,756+4.7% |
| Participant deferral / active EE | $4,801 | $3,451+39.1% | $5,629-14.7% | $4,297+11.7% |
| Admin fee / account holder | $7,151 | $7,992-10.5% | $15,923-55.1% | $6,935+3.1% |