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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 | $112,327 | $81,276+38.2% | $155,574-27.8% | $80,925+38.8% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 16.90% | 33.36%-16.5pp | 64.87%-48.0pp | 35.65%-18.8pp |
| Employer contribution / active EE | $3,128 | $3,103+0.8% | $4,676-33.1% | $2,756+13.5% |
| Participant deferral / active EE | $4,554 | $3,453+31.9% | $5,629-19.1% | $4,299+5.9% |
| Admin fee / account holder | $31,672 | $7,993+296.2% | $15,914+99.0% | $6,940+356.4% |