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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 | $82,923 | $81,233+2.1% | $155,567-46.7% | $80,874+2.5% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 12.12% | 33.33%-21.2pp | 64.74%-52.6pp | 35.62%-23.5pp |
| Employer contribution / active EE | $11,117 | $3,101+258.5% | $4,674+137.8% | $2,756+303.4% |
| Participant deferral / active EE | $7,961 | $3,452+130.6% | $5,628+41.5% | $4,297+85.3% |
| Admin fee / account holder | $1,235 | $7,998-84.6% | $15,916-92.2% | $6,935-82.2% |