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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 | $118,002 | $91,179+29.4% | $178,499-33.9% | $79,852+47.8% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 16.50% | 24.19%-7.7pp | 151.10%-134.6pp | 31.72%-15.2pp |
| Employer contribution / active EE | $6,067 | $3,256+86.4% | $5,011+21.1% | $2,471+145.5% |
| Participant deferral / active EE | $4,615 | $3,236+42.6% | $5,202-11.3% | $3,740+23.4% |
| Admin fee / account holder | $3,519 | $6,749-47.8% | $13,986-74.8% | $5,306-33.7% |