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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 | $115,819 | $77,920+48.6% | $149,723-22.6% | $75,177+54.1% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 17.01% | 31.72%-14.7pp | 134.50%-117.5pp | 160.75%-143.7pp |
| Employer contribution / active EE | $5,618 | $3,138+79.0% | $4,821+16.5% | $2,671+110.3% |
| Participant deferral / active EE | $4,269 | $3,411+25.1% | $5,682-24.9% | $4,126+3.4% |
| Admin fee / account holder | $2,096 | $5,951-64.8% | $13,215-84.1% | $5,651-62.9% |