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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 | $88,137 | $77,901+13.1% | $149,717-41.1% | $75,181+17.2% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 29.68% | 31.73%-2.0pp | 134.41%-104.7pp | 160.69%-131.0pp |
| Employer contribution / active EE | $5,863 | $3,137+86.9% | $4,820+21.6% | $2,671+119.5% |
| Participant deferral / active EE | $6,687 | $3,411+96.0% | $5,682+17.7% | $4,126+62.1% |
| Admin fee / account holder | $1,767 | $5,949-70.3% | $13,213-86.6% | $5,650-68.7% |