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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 | $126,680 | $65,034+94.8% | $90,970+39.3% | $79,856+58.6% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 15.74% | 30.45%-14.7pp | 134.60%-118.9pp | 31.71%-16.0pp |
| Employer contribution / active EE | $1,690 | $1,247+35.4% | $2,122-20.4% | $2,471-31.6% |
| Participant deferral / active EE | $3,501 | $2,512+39.4% | $3,373+3.8% | $3,741-6.4% |
| Admin fee / account holder | $8,707 | $4,536+92.0% | $5,961+46.1% | $5,306+64.1% |