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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 | $128,135 | $89,364+43.4% | $141,177-9.2% | $72,983+75.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 19.85% | 111.86%-92.0pp | 71.40%-51.6pp | 81.01%-61.2pp |
| Employer contribution / active EE | $5,676 | $3,115+82.2% | $4,736+19.9% | $2,440+132.6% |
| Participant deferral / active EE | $7,191 | $5,419+32.7% | $6,710+7.2% | $3,608+99.3% |
| Admin fee / account holder | $1,007 | $5,959-83.1% | $10,263-90.2% | $5,124-80.4% |