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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 | $114,209 | $88,672+28.8% | $105,223+8.5% | $82,448+38.5% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 18.90% | 30.86%-12.0pp | 180.65%-161.7pp | 41.64%-22.7pp |
| Employer contribution / active EE | $4,155 | $3,048+36.3% | $3,689+12.7% | $2,551+62.9% |
| Participant deferral / active EE | $9,276 | $4,036+129.8% | $5,072+82.9% | $4,139+124.1% |
| Admin fee / account holder | $3,291 | $7,146-53.9% | $8,859-62.8% | $7,234-54.5% |