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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 | $114,626 | $89,367+28.3% | $141,191-18.8% | $72,975+57.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 23.02% | 111.87%-88.8pp | 71.41%-48.4pp | 81.01%-58.0pp |
| Employer contribution / active EE | $4,744 | $3,115+52.3% | $4,736+0.2% | $2,440+94.4% |
| Participant deferral / active EE | $5,144 | $5,419-5.1% | $6,710-23.3% | $3,608+42.6% |
| Admin fee / account holder | $6,232 | $5,957+4.6% | $10,264-39.3% | $5,124+21.6% |