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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 | $124,359 | $89,364+39.2% | $141,177-11.9% | $72,983+70.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 21.36% | 111.86%-90.5pp | 71.40%-50.0pp | 81.01%-59.6pp |
| Employer contribution / active EE | $6,330 | $3,115+103.2% | $4,736+33.7% | $2,440+159.5% |
| Participant deferral / active EE | $7,137 | $5,419+31.7% | $6,710+6.4% | $3,608+97.8% |
| Admin fee / account holder | $11,331 | $5,959+90.2% | $10,263+10.4% | $5,124+121.1% |