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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 | $124,468 | $78,690+58.2% | $161,489-22.9% | $87,485+42.3% |
| Participation rate | 100.0% | 67.5%+32.5pp | 78.7%+21.3pp | 68.9%+31.1pp |
| Annual return | 18.05% | 32.74%-14.7pp | 89.72%-71.7pp | 26.06%-8.0pp |
| Employer contribution / active EE | $6,139 | $2,588+137.2% | $4,268+43.8% | $2,596+136.5% |
| Participant deferral / active EE | $5,439 | $3,311+64.3% | $5,630-3.4% | $4,274+27.3% |
| Admin fee / account holder | $1,827 | $6,724-72.8% | $16,006-88.6% | $7,775-76.5% |