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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 | $110,420 | $65,367+68.9% | $92,915+18.8% | $72,976+51.3% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 26.95% | 42.11%-15.2pp | 109.45%-82.5pp | 81.02%-54.1pp |
| Employer contribution / active EE | $7,135 | $2,594+175.1% | $3,653+95.3% | $2,440+192.4% |
| Participant deferral / active EE | $5,712 | $3,128+82.6% | $4,238+34.8% | $3,608+58.3% |
| Admin fee / account holder | $2,176 | $4,251-48.8% | $5,796-62.5% | $5,124-57.5% |