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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 | $110,143 | $91,198+20.8% | $178,503-38.3% | $79,856+37.9% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 22.82% | 24.20%-1.4pp | 151.12%-128.3pp | 31.71%-8.9pp |
| Employer contribution / active EE | $5,839 | $3,257+79.3% | $5,011+16.5% | $2,471+136.3% |
| Participant deferral / active EE | $3,819 | $3,237+18.0% | $5,202-26.6% | $3,741+2.1% |
| Admin fee / account holder | $1,683 | $6,748-75.1% | $13,987-88.0% | $5,306-68.3% |