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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 | $117,076 | $90,170+29.8% | $150,734-22.3% | $69,733+67.9% |
| Participation rate | 100.0% | 60.2%+39.8pp | 78.4%+21.6pp | 62.5%+37.5pp |
| Annual return | 11.90% | 16.56%-4.7pp | 600.81%-588.9pp | 15.22%-3.3pp |
| Employer contribution / active EE | $3,667 | $3,428+7.0% | $4,918-25.4% | $2,250+63.0% |
| Participant deferral / active EE | $8,590 | $3,086+178.4% | $5,610+53.1% | $3,054+181.2% |
| Admin fee / account holder | $7,671 | $4,600+66.8% | $14,905-48.5% | $3,102+147.3% |