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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 | $138,017 | $81,233+69.9% | $155,567-11.3% | $80,874+70.7% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 13.93% | 33.33%-19.4pp | 64.74%-50.8pp | 35.62%-21.7pp |
| Employer contribution / active EE | $1,640 | $3,101-47.1% | $4,674-64.9% | $2,756-40.5% |
| Participant deferral / active EE | $5,515 | $3,452+59.8% | $5,628-2.0% | $4,297+28.4% |
| Admin fee / account holder | $3,107 | $7,998-61.2% | $15,916-80.5% | $6,935-55.2% |