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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 | $111,106 | $89,370+24.3% | $141,197-21.3% | $72,976+52.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 24.72% | 111.88%-87.2pp | 71.41%-46.7pp | 81.02%-56.3pp |
| Employer contribution / active EE | $3,688 | $3,115+18.4% | $4,736-22.1% | $2,440+51.2% |
| Participant deferral / active EE | $7,218 | $5,419+33.2% | $6,710+7.6% | $3,608+100.1% |
| Admin fee / account holder | $882 | $5,957-85.2% | $10,265-91.4% | $5,124-82.8% |