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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 | $106,586 | $89,367+19.3% | $141,191-24.5% | $72,975+46.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 21.62% | 111.87%-90.2pp | 71.41%-49.8pp | 81.01%-59.4pp |
| Employer contribution / active EE | $5,328 | $3,115+71.1% | $4,736+12.5% | $2,440+118.4% |
| Participant deferral / active EE | $8,311 | $5,419+53.4% | $6,710+23.9% | $3,608+130.4% |
| Admin fee / account holder | $8,420 | $5,957+41.4% | $10,264-18.0% | $5,124+64.3% |