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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 | $123,693 | $81,358+52.0% | $155,556-20.5% | $80,959+52.8% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 15.15% | 33.39%-18.2pp | 64.84%-49.7pp | 35.67%-20.5pp |
| Employer contribution / active EE | $13,510 | $3,106+334.9% | $4,675+189.0% | $2,757+390.0% |
| Participant deferral / active EE | $22,986 | $3,455+565.2% | $5,631+308.2% | $4,300+434.5% |
| Admin fee / account holder | $2,938 | $7,994-63.2% | $15,885-81.5% | $6,925-57.6% |