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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 | $113,462 | $91,167+24.5% | $178,498-36.4% | $79,858+42.1% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 12.49% | 24.19%-11.7pp | 151.09%-138.6pp | 31.72%-19.2pp |
| Employer contribution / active EE | $4,153 | $3,255+27.6% | $5,011-17.1% | $2,471+68.1% |
| Participant deferral / active EE | $6,258 | $3,236+93.4% | $5,202+20.3% | $3,740+67.3% |
| Admin fee / account holder | $4,739 | $6,747-29.8% | $13,985-66.1% | $5,306-10.7% |