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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 | $124,451 | $89,367+39.3% | $141,191-11.9% | $72,975+70.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 19.44% | 111.87%-92.4pp | 71.41%-52.0pp | 81.01%-61.6pp |
| Employer contribution / active EE | $9,659 | $3,115+210.1% | $4,736+103.9% | $2,440+295.8% |
| Participant deferral / active EE | $4,734 | $5,419-12.6% | $6,710-29.4% | $3,608+31.2% |
| Admin fee / account holder | $2,008 | $5,957-66.3% | $10,264-80.4% | $5,124-60.8% |