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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 | $104,005 | $81,457+27.7% | $103,378+0.6% | $80,911+28.5% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 13.06% | 25.58%-12.5pp | 24.91%-11.8pp | 35.63%-22.6pp |
| Employer contribution / active EE | $7,401 | $3,107+138.2% | $3,870+91.2% | $2,756+168.6% |
| Participant deferral / active EE | $7,452 | $3,871+92.5% | $5,058+47.3% | $4,297+73.4% |
| Admin fee / account holder | $1,566 | $6,717-76.7% | $8,401-81.4% | $6,935-77.4% |