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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 | $120,345 | $91,911+30.9% | $68,612+75.4% | $135,380-11.1% |
| Participation rate | 100.0% | 76.7%+23.3pp | 72.2%+27.8pp | 82.6%+17.4pp |
| Annual return | 7.87% | -8.22%+16.1pp | -4.63%+12.5pp | 519.81%-511.9pp |
| Employer contribution / active EE | $5,491 | $3,924+39.9% | $2,625+109.2% | $4,779+14.9% |
| Participant deferral / active EE | $9,943 | $4,315+130.4% | $3,311+200.3% | $5,609+77.3% |
| Admin fee / account holder | $9,598 | $9,240+3.9% | $5,131+87.1% | $10,828-11.4% |