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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 | $108,178 | $89,370+21.0% | $141,197-23.4% | $72,976+48.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 19.71% | 111.88%-92.2pp | 71.41%-51.7pp | 81.02%-61.3pp |
| Employer contribution / active EE | $7,515 | $3,115+141.3% | $4,736+58.7% | $2,440+208.0% |
| Participant deferral / active EE | $5,560 | $5,419+2.6% | $6,710-17.1% | $3,608+54.1% |
| Admin fee / account holder | $3,719 | $5,957-37.6% | $10,265-63.8% | $5,124-27.4% |