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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 | $96,103 | $81,276+18.2% | $155,574-38.2% | $80,925+18.8% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 13.56% | 33.36%-19.8pp | 64.87%-51.3pp | 35.65%-22.1pp |
| Employer contribution / active EE | $8,014 | $3,103+158.3% | $4,676+71.4% | $2,756+190.8% |
| Participant deferral / active EE | $3,794 | $3,453+9.9% | $5,629-32.6% | $4,299-11.7% |
| Admin fee / account holder | $7,965 | $7,993-0.4% | $15,914-50.0% | $6,940+14.8% |