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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 | $108,226 | $67,411+60.5% | $91,004+18.9% | $70,124+54.3% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 17.42% | -40.16%+57.6pp | 4.60%+12.8pp | 73.14%-55.7pp |
| Employer contribution / active EE | $5,750 | $1,786+221.9% | $2,456+134.1% | $2,342+145.5% |
| Participant deferral / active EE | $7,365 | $2,823+160.9% | $3,548+107.6% | $3,332+121.0% |
| Admin fee / account holder | $3,131 | $4,236-26.1% | $5,417-42.2% | $4,645-32.6% |