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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 | $109,048 | $81,358+34.0% | $155,556-29.9% | $80,959+34.7% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 13.48% | 33.39%-19.9pp | 64.84%-51.4pp | 35.67%-22.2pp |
| Employer contribution / active EE | $6,204 | $3,106+99.7% | $4,675+32.7% | $2,757+125.0% |
| Participant deferral / active EE | $4,901 | $3,455+41.8% | $5,631-13.0% | $4,300+14.0% |
| Admin fee / account holder | $1,883 | $7,994-76.4% | $15,885-88.1% | $6,925-72.8% |