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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 | $110,203 | $76,407+44.2% | $150,298-26.7% | $82,448+33.7% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 15.71% | 39.99%-24.3pp | 62.79%-47.1pp | 41.64%-25.9pp |
| Employer contribution / active EE | $8,052 | $2,614+208.0% | $4,154+93.8% | $2,551+215.6% |
| Participant deferral / active EE | $5,006 | $3,214+55.7% | $5,453-8.2% | $4,139+20.9% |
| Admin fee / account holder | $4,068 | $6,352-36.0% | $14,116-71.2% | $7,234-43.8% |