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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 | $100,978 | $91,198+10.7% | $178,503-43.4% | $79,856+26.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 44.35% | 24.20%+20.2pp | 151.12%-106.8pp | 31.71%+12.6pp |
| Employer contribution / active EE | $6,025 | $3,257+85.0% | $5,011+20.2% | $2,471+143.8% |
| Participant deferral / active EE | $3,663 | $3,237+13.2% | $5,202-29.6% | $3,741-2.1% |
| Admin fee / account holder | $2,566 | $6,748-62.0% | $13,987-81.7% | $5,306-51.6% |