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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 | $100,518 | $76,407+31.6% | $150,298-33.1% | $82,448+21.9% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 16.33% | 39.99%-23.7pp | 62.79%-46.5pp | 41.64%-25.3pp |
| Employer contribution / active EE | $7,067 | $2,614+170.3% | $4,154+70.1% | $2,551+177.0% |
| Participant deferral / active EE | $7,061 | $3,214+119.7% | $5,453+29.5% | $4,139+70.6% |
| Admin fee / account holder | $2,588 | $6,352-59.3% | $14,116-81.7% | $7,234-64.2% |