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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 | $94,073 | $88,672+6.1% | $105,223-10.6% | $82,448+14.1% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 14.18% | 30.86%-16.7pp | 180.65%-166.5pp | 41.64%-27.5pp |
| Employer contribution / active EE | $5,804 | $3,048+90.4% | $3,689+57.3% | $2,551+127.5% |
| Participant deferral / active EE | $2,671 | $4,036-33.8% | $5,072-47.3% | $4,139-35.5% |
| Admin fee / account holder | $11,362 | $7,146+59.0% | $8,859+28.3% | $7,234+57.1% |