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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 | $138,196 | $89,370+54.6% | $141,197-2.1% | $72,976+89.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 22.84% | 111.88%-89.0pp | 71.41%-48.6pp | 81.02%-58.2pp |
| Employer contribution / active EE | $5,573 | $3,115+78.9% | $4,736+17.7% | $2,440+128.4% |
| Participant deferral / active EE | $6,593 | $5,419+21.7% | $6,710-1.7% | $3,608+82.7% |
| Admin fee / account holder | $7,000 | $5,957+17.5% | $10,265-31.8% | $5,124+36.6% |