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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 | $81,233+34.2% | $155,567-29.9% | $80,874+34.8% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 13.48% | 33.33%-19.8pp | 64.74%-51.3pp | 35.62%-22.1pp |
| Employer contribution / active EE | $6,204 | $3,101+100.1% | $4,674+32.7% | $2,756+125.2% |
| Participant deferral / active EE | $4,901 | $3,452+42.0% | $5,628-12.9% | $4,297+14.1% |
| Admin fee / account holder | $1,883 | $7,998-76.4% | $15,916-88.2% | $6,935-72.8% |