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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 | $78,690+40.0% | $161,489-31.8% | $87,485+26.0% |
| Participation rate | 100.0% | 67.5%+32.5pp | 78.7%+21.3pp | 68.9%+31.1pp |
| Annual return | 15.71% | 32.74%-17.0pp | 89.72%-74.0pp | 26.06%-10.4pp |
| Employer contribution / active EE | $8,052 | $2,588+211.1% | $4,268+88.6% | $2,596+210.1% |
| Participant deferral / active EE | $5,006 | $3,311+51.2% | $5,630-11.1% | $4,274+17.1% |
| Admin fee / account holder | $4,068 | $6,724-39.5% | $16,006-74.6% | $7,775-47.7% |