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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 | $109,197 | $125,797-13.2% | $170,057-35.8% | $75,177+45.3% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 14.93% | 27.20%-12.3pp | 53.42%-38.5pp | 160.75%-145.8pp |
| Employer contribution / active EE | $11,156 | $4,616+141.7% | $6,790+64.3% | $2,671+317.7% |
| Participant deferral / active EE | $0 | $6,838-100.0% | $10,411-100.0% | $4,126-100.0% |
| Admin fee / account holder | $3,456 | $8,177-57.7% | $12,826-73.1% | $5,651-38.9% |