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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 | $104,679 | $77,920+34.3% | $149,723-30.1% | $75,177+39.2% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 17.83% | 31.72%-13.9pp | 134.50%-116.7pp | 160.75%-142.9pp |
| Employer contribution / active EE | $6,716 | $3,138+114.0% | $4,821+39.3% | $2,671+151.4% |
| Participant deferral / active EE | $6,191 | $3,411+81.5% | $5,682+8.9% | $4,126+50.0% |
| Admin fee / account holder | $12,518 | $5,951+110.4% | $13,215-5.3% | $5,651+121.5% |