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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 | $86,318 | $78,690+9.7% | $161,489-46.5% | $87,485-1.3% |
| Participation rate | 100.0% | 67.5%+32.5pp | 78.7%+21.3pp | 68.9%+31.1pp |
| Annual return | 17.66% | 32.74%-15.1pp | 89.72%-72.1pp | 26.06%-8.4pp |
| Employer contribution / active EE | $3,564 | $2,588+37.7% | $4,268-16.5% | $2,596+37.3% |
| Participant deferral / active EE | $5,036 | $3,311+52.1% | $5,630-10.6% | $4,274+17.8% |
| Admin fee / account holder | $3,467 | $6,724-48.4% | $16,006-78.3% | $7,775-55.4% |