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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 | $83,122 | $89,370-7.0% | $141,197-41.1% | $72,976+13.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 19.27% | 111.88%-92.6pp | 71.41%-52.1pp | 81.02%-61.8pp |
| Employer contribution / active EE | $7,535 | $3,115+141.9% | $4,736+59.1% | $2,440+208.8% |
| Participant deferral / active EE | $4,548 | $5,419-16.1% | $6,710-32.2% | $3,608+26.1% |
| Admin fee / account holder | $3,385 | $5,957-43.2% | $10,265-67.0% | $5,124-33.9% |