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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 | $77,814+29.2% | $158,223-36.5% | $86,983+15.6% |
| Participation rate | 100.0% | 68.4%+31.6pp | 79.2%+20.8pp | 69.5%+30.5pp |
| Annual return | 16.33% | 30.54%-14.2pp | 52.09%-35.8pp | 25.83%-9.5pp |
| Employer contribution / active EE | $7,067 | $2,592+172.6% | $4,109+72.0% | $2,584+173.4% |
| Participant deferral / active EE | $7,061 | $3,270+116.0% | $5,467+29.2% | $4,194+68.4% |
| Admin fee / account holder | $2,588 | $5,879-56.0% | $16,047-83.9% | $7,856-67.1% |