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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 | $127,196 | $89,370+42.3% | $141,197-9.9% | $72,976+74.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 24.24% | 111.88%-87.6pp | 71.41%-47.2pp | 81.02%-56.8pp |
| Employer contribution / active EE | $6,458 | $3,115+107.3% | $4,736+36.4% | $2,440+164.7% |
| Participant deferral / active EE | $10,631 | $5,419+96.2% | $6,710+58.4% | $3,608+194.7% |
| Admin fee / account holder | $1,586 | $5,957-73.4% | $10,265-84.5% | $5,124-69.0% |