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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 | $109,846 | $77,908+41.0% | $149,696-26.6% | $75,173+46.1% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 17.62% | 31.73%-14.1pp | 134.46%-116.8pp | 160.72%-143.1pp |
| Employer contribution / active EE | $5,625 | $3,138+79.3% | $4,821+16.7% | $2,671+110.6% |
| Participant deferral / active EE | $2,775 | $3,411-18.6% | $5,682-51.2% | $4,126-32.7% |
| Admin fee / account holder | $4,665 | $5,950-21.6% | $13,212-64.7% | $5,651-17.4% |