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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 | $90,036 | $78,707+14.4% | $117,861-23.6% | $70,126+28.4% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 16.23% | 23.30%-7.1pp | 335.11%-318.9pp | 73.15%-56.9pp |
| Employer contribution / active EE | $6,502 | $2,223+192.4% | $3,786+71.7% | $2,343+177.6% |
| Participant deferral / active EE | $3,870 | $3,297+17.4% | $4,482-13.7% | $3,332+16.2% |
| Admin fee / account holder | $3,844 | $5,066-24.1% | $8,021-52.1% | $4,645-17.3% |