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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 | $118,138 | $95,406+23.8% | $185,849-36.4% | $85,847+37.6% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 11.84% | 23.59%-11.7pp | 122.10%-110.3pp | 318.61%-306.8pp |
| Employer contribution / active EE | $2,667 | $3,314-19.5% | $5,169-48.4% | $2,565+3.9% |
| Participant deferral / active EE | $7,729 | $3,424+125.8% | $5,569+38.8% | $3,952+95.6% |
| Admin fee / account holder | $4,068 | $7,214-43.6% | $16,244-75.0% | $6,261-35.0% |