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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 | $123,590 | $81,233+52.1% | $155,567-20.6% | $80,874+52.8% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 10.99% | 33.33%-22.3pp | 64.74%-53.7pp | 35.62%-24.6pp |
| Employer contribution / active EE | $6,032 | $3,101+94.5% | $4,674+29.1% | $2,756+118.9% |
| Participant deferral / active EE | $2,934 | $3,452-15.0% | $5,628-47.9% | $4,297-31.7% |
| Admin fee / account holder | $3,396 | $7,998-57.5% | $15,916-78.7% | $6,935-51.0% |