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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 | $103,807 | $91,179+13.8% | $178,499-41.8% | $79,852+30.0% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 16.72% | 24.19%-7.5pp | 151.10%-134.4pp | 31.72%-15.0pp |
| Employer contribution / active EE | $5,480 | $3,256+68.3% | $5,011+9.4% | $2,471+121.8% |
| Participant deferral / active EE | $4,853 | $3,236+50.0% | $5,202-6.7% | $3,740+29.7% |
| Admin fee / account holder | $789 | $6,749-88.3% | $13,986-94.4% | $5,306-85.1% |