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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 | $82,517 | $91,198-9.5% | $178,503-53.8% | $79,856+3.3% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 13.86% | 24.20%-10.3pp | 151.12%-137.3pp | 31.71%-17.9pp |
| Employer contribution / active EE | $7,110 | $3,257+118.3% | $5,011+41.9% | $2,471+187.7% |
| Participant deferral / active EE | $4,400 | $3,237+35.9% | $5,202-15.4% | $3,741+17.6% |
| Admin fee / account holder | $14,977 | $6,748+121.9% | $13,987+7.1% | $5,306+182.2% |