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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 | $85,126 | $91,198-6.7% | $178,503-52.3% | $79,856+6.6% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 15.55% | 24.20%-8.6pp | 151.12%-135.6pp | 31.71%-16.2pp |
| Employer contribution / active EE | $6,154 | $3,257+89.0% | $5,011+22.8% | $2,471+149.0% |
| Participant deferral / active EE | $3,519 | $3,237+8.7% | $5,202-32.4% | $3,741-5.9% |
| Admin fee / account holder | $4,290 | $6,748-36.4% | $13,987-69.3% | $5,306-19.2% |