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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 | $137,897 | $89,370+54.3% | $141,197-2.3% | $72,976+89.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 24.49% | 111.88%-87.4pp | 71.41%-46.9pp | 81.02%-56.5pp |
| Employer contribution / active EE | $5,346 | $3,115+71.6% | $4,736+12.9% | $2,440+119.1% |
| Participant deferral / active EE | $12,106 | $5,419+123.4% | $6,710+80.4% | $3,608+235.5% |
| Admin fee / account holder | $53,185 | $5,957+792.9% | $10,265+418.1% | $5,124+937.9% |