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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 | $105,672 | $93,598+12.9% | $135,974-22.3% | $75,173+40.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 17.56% | 30.89%-13.3pp | 68.30%-50.7pp | 160.72%-143.2pp |
| Employer contribution / active EE | $6,738 | $3,538+90.5% | $4,859+38.7% | $2,671+152.3% |
| Participant deferral / active EE | $2,864 | $6,405-55.3% | $7,760-63.1% | $4,126-30.6% |
| Admin fee / account holder | $6,870 | $6,978-1.5% | $10,767-36.2% | $5,651+21.6% |