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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 | $135,424 | $89,367+51.5% | $141,191-4.1% | $72,975+85.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 27.59% | 111.87%-84.3pp | 71.41%-43.8pp | 81.01%-53.4pp |
| Employer contribution / active EE | $3,775 | $3,115+21.2% | $4,736-20.3% | $2,440+54.7% |
| Participant deferral / active EE | $11,014 | $5,419+103.3% | $6,710+64.1% | $3,608+205.3% |
| Admin fee / account holder | $3,645 | $5,957-38.8% | $10,264-64.5% | $5,124-28.9% |