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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 | $111,635 | $89,367+24.9% | $141,191-20.9% | $72,975+53.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 23.35% | 111.87%-88.5pp | 71.41%-48.1pp | 81.01%-57.7pp |
| Employer contribution / active EE | $1,077 | $3,115-65.4% | $4,736-77.2% | $2,440-55.8% |
| Participant deferral / active EE | $9,923 | $5,419+83.1% | $6,710+47.9% | $3,608+175.1% |
| Admin fee / account holder | $9,809 | $5,957+64.7% | $10,264-4.4% | $5,124+91.4% |