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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 | $98,760 | $81,504+21.2% | $102,437-3.6% | $80,959+22.0% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 12.45% | 25.60%-13.1pp | 24.95%-12.5pp | 35.67%-23.2pp |
| Employer contribution / active EE | $6,929 | $3,104+123.3% | $3,871+79.0% | $2,757+151.3% |
| Participant deferral / active EE | $11,657 | $3,871+201.2% | $5,060+130.4% | $4,300+171.1% |
| Admin fee / account holder | $52,083 | $6,719+675.1% | $8,388+520.9% | $6,925+652.1% |