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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 | $111,031 | $89,370+24.2% | $141,197-21.4% | $72,976+52.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 20.64% | 111.88%-91.2pp | 71.41%-50.8pp | 81.02%-60.4pp |
| Employer contribution / active EE | $6,302 | $3,115+102.3% | $4,736+33.1% | $2,440+158.3% |
| Participant deferral / active EE | $3,604 | $5,419-33.5% | $6,710-46.3% | $3,608-0.1% |
| Admin fee / account holder | $2,214 | $5,957-62.8% | $10,265-78.4% | $5,124-56.8% |