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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 | $136,040 | $89,367+52.2% | $141,191-3.6% | $72,975+86.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 20.00% | 111.87%-91.9pp | 71.41%-51.4pp | 81.01%-61.0pp |
| Employer contribution / active EE | $6,088 | $3,115+95.5% | $4,736+28.5% | $2,440+149.5% |
| Participant deferral / active EE | $5,979 | $5,419+10.3% | $6,710-10.9% | $3,608+65.7% |
| Admin fee / account holder | $9,072 | $5,957+52.3% | $10,264-11.6% | $5,124+77.0% |