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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 | $104,678 | $89,370+17.1% | $141,197-25.9% | $72,976+43.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 35.56% | 111.88%-76.3pp | 71.41%-35.8pp | 81.02%-45.5pp |
| Employer contribution / active EE | $7,084 | $3,115+127.4% | $4,736+49.6% | $2,440+190.3% |
| Participant deferral / active EE | $8,640 | $5,419+59.4% | $6,710+28.8% | $3,608+139.5% |
| Admin fee / account holder | $2,619 | $5,957-56.0% | $10,265-74.5% | $5,124-48.9% |