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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 | $102,509 | $85,206+20.3% | $172,745-40.7% | $72,986+40.5% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 17.33% | 27.32%-10.0pp | 802.90%-785.6pp | 81.01%-63.7pp |
| Employer contribution / active EE | $8,491 | $3,325+155.4% | $5,144+65.1% | $2,440+248.0% |
| Participant deferral / active EE | $7,401 | $3,260+127.0% | $5,197+42.4% | $3,607+105.1% |
| Admin fee / account holder | $13,244 | $5,883+125.1% | $13,954-5.1% | $5,124+158.4% |