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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 | $103,435 | $68,880+50.2% | $120,580-14.2% | $80,959+27.8% |
| Participation rate | 100.0% | 61.7%+38.3pp | 72.0%+28.0pp | 67.7%+32.3pp |
| Annual return | 11.96% | 23.68%-11.7pp | 107.48%-95.5pp | 35.67%-23.7pp |
| Employer contribution / active EE | $3,620 | $2,066+75.2% | $3,469+4.4% | $2,757+31.3% |
| Participant deferral / active EE | $4,859 | $3,191+52.3% | $4,995-2.7% | $4,300+13.0% |
| Admin fee / account holder | $11,328 | $5,785+95.8% | $9,418+20.3% | $6,925+63.6% |