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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 | $98,613 | $77,920+26.6% | $149,723-34.1% | $75,177+31.2% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 15.96% | 31.72%-15.8pp | 134.50%-118.5pp | 160.75%-144.8pp |
| Employer contribution / active EE | $6,246 | $3,138+99.0% | $4,821+29.6% | $2,671+133.9% |
| Participant deferral / active EE | $4,077 | $3,411+19.5% | $5,682-28.3% | $4,126-1.2% |
| Admin fee / account holder | $1,968 | $5,951-66.9% | $13,215-85.1% | $5,651-65.2% |