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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 | $110,036 | $89,370+23.1% | $141,197-22.1% | $72,976+50.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 19.56% | 111.88%-92.3pp | 71.41%-51.8pp | 81.02%-61.5pp |
| Employer contribution / active EE | $5,376 | $3,115+72.6% | $4,736+13.5% | $2,440+120.3% |
| Participant deferral / active EE | $6,140 | $5,419+13.3% | $6,710-8.5% | $3,608+70.2% |
| Admin fee / account holder | $2,186 | $5,957-63.3% | $10,265-78.7% | $5,124-57.3% |