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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 | $104,290 | $78,707+32.5% | $117,861-11.5% | $70,126+48.7% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 14.22% | 23.30%-9.1pp | 335.11%-320.9pp | 73.15%-58.9pp |
| Employer contribution / active EE | $5,439 | $2,223+144.6% | $3,786+43.6% | $2,343+132.2% |
| Participant deferral / active EE | $4,633 | $3,297+40.5% | $4,482+3.4% | $3,332+39.1% |
| Admin fee / account holder | $6,739 | $5,066+33.0% | $8,021-16.0% | $4,645+45.1% |