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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 | $89,164 | $89,370-0.2% | $141,197-36.9% | $72,976+22.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 20.23% | 111.88%-91.6pp | 71.41%-51.2pp | 81.02%-60.8pp |
| Employer contribution / active EE | $5,231 | $3,115+67.9% | $4,736+10.4% | $2,440+114.4% |
| Participant deferral / active EE | $11,882 | $5,419+119.3% | $6,710+77.1% | $3,608+229.3% |
| Admin fee / account holder | $6,068 | $5,957+1.9% | $10,265-40.9% | $5,124+18.4% |