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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 | $135,059 | $89,370+51.1% | $141,197-4.3% | $72,976+85.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 20.83% | 111.88%-91.0pp | 71.41%-50.6pp | 81.02%-60.2pp |
| Employer contribution / active EE | $9,341 | $3,115+199.9% | $4,736+97.2% | $2,440+282.8% |
| Participant deferral / active EE | $10,835 | $5,419+99.9% | $6,710+61.5% | $3,608+200.3% |
| Admin fee / account holder | $15,640 | $5,957+162.6% | $10,265+52.4% | $5,124+205.2% |