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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 | $104,241 | $77,908+33.8% | $149,696-30.4% | $75,173+38.7% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 15.32% | 31.73%-16.4pp | 134.46%-119.1pp | 160.72%-145.4pp |
| Employer contribution / active EE | $4,418 | $3,138+40.8% | $4,821-8.4% | $2,671+65.4% |
| Participant deferral / active EE | $4,339 | $3,411+27.2% | $5,682-23.6% | $4,126+5.2% |
| Admin fee / account holder | $26,324 | $5,950+342.5% | $13,212+99.2% | $5,651+365.9% |