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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 | $115,201 | $89,370+28.9% | $141,197-18.4% | $72,976+57.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 25.03% | 111.88%-86.8pp | 71.41%-46.4pp | 81.02%-56.0pp |
| Employer contribution / active EE | $7,903 | $3,115+153.7% | $4,736+66.9% | $2,440+223.9% |
| Participant deferral / active EE | $8,104 | $5,419+49.6% | $6,710+20.8% | $3,608+124.6% |
| Admin fee / account holder | $776 | $5,957-87.0% | $10,265-92.4% | $5,124-84.9% |