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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 | $136,234 | $89,370+52.4% | $141,197-3.5% | $72,976+86.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 23.48% | 111.88%-88.4pp | 71.41%-47.9pp | 81.02%-57.5pp |
| Employer contribution / active EE | $3,702 | $3,115+18.8% | $4,736-21.8% | $2,440+51.7% |
| Participant deferral / active EE | $7,472 | $5,419+37.9% | $6,710+11.3% | $3,608+107.1% |
| Admin fee / account holder | $2,866 | $5,957-51.9% | $10,265-72.1% | $5,124-44.1% |