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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 | $117,942 | $77,908+51.4% | $149,696-21.2% | $75,173+56.9% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 16.65% | 31.73%-15.1pp | 134.46%-117.8pp | 160.72%-144.1pp |
| Employer contribution / active EE | $13,855 | $3,138+341.6% | $4,821+187.4% | $2,671+418.7% |
| Participant deferral / active EE | $5,519 | $3,411+61.8% | $5,682-2.9% | $4,126+33.8% |
| Admin fee / account holder | $1,723 | $5,950-71.0% | $13,212-87.0% | $5,651-69.5% |