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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 | $129,325 | $89,370+44.7% | $141,197-8.4% | $72,976+77.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 23.98% | 111.88%-87.9pp | 71.41%-47.4pp | 81.02%-57.0pp |
| Employer contribution / active EE | $5,119 | $3,115+64.3% | $4,736+8.1% | $2,440+109.8% |
| Participant deferral / active EE | $9,063 | $5,419+67.2% | $6,710+35.1% | $3,608+151.2% |
| Admin fee / account holder | $651 | $5,957-89.1% | $10,265-93.7% | $5,124-87.3% |