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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 | $88,546 | $77,920+13.6% | $149,723-40.9% | $75,177+17.8% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 16.09% | 31.72%-15.6pp | 134.50%-118.4pp | 160.75%-144.7pp |
| Employer contribution / active EE | $8,986 | $3,138+186.3% | $4,821+86.4% | $2,671+236.4% |
| Participant deferral / active EE | $7,125 | $3,411+108.9% | $5,682+25.4% | $4,126+72.7% |
| Admin fee / account holder | $14,474 | $5,951+143.2% | $13,215+9.5% | $5,651+156.1% |