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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 | $102,354 | $89,370+14.5% | $141,197-27.5% | $72,976+40.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 27.70% | 111.88%-84.2pp | 71.41%-43.7pp | 81.02%-53.3pp |
| Employer contribution / active EE | $7,342 | $3,115+135.7% | $4,736+55.0% | $2,440+200.9% |
| Participant deferral / active EE | $6,876 | $5,419+26.9% | $6,710+2.5% | $3,608+90.6% |
| Admin fee / account holder | $2,752 | $5,957-53.8% | $10,265-73.2% | $5,124-46.3% |