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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 | $121,536 | $81,276+49.5% | $155,574-21.9% | $80,925+50.2% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 12.85% | 33.36%-20.5pp | 64.87%-52.0pp | 35.65%-22.8pp |
| Employer contribution / active EE | $7,195 | $3,103+131.9% | $4,676+53.9% | $2,756+161.0% |
| Participant deferral / active EE | $4,417 | $3,453+27.9% | $5,629-21.5% | $4,299+2.8% |
| Admin fee / account holder | $56,299 | $7,993+604.3% | $15,914+253.8% | $6,940+711.2% |