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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 | $133,178 | $89,370+49.0% | $141,197-5.7% | $72,976+82.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 20.60% | 111.88%-91.3pp | 71.41%-50.8pp | 81.02%-60.4pp |
| Employer contribution / active EE | $2,093 | $3,115-32.8% | $4,736-55.8% | $2,440-14.2% |
| Participant deferral / active EE | $8,610 | $5,419+58.9% | $6,710+28.3% | $3,608+138.7% |
| Admin fee / account holder | $3,083 | $5,957-48.2% | $10,265-70.0% | $5,124-39.8% |