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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 | $110,931 | $89,370+24.1% | $141,197-21.4% | $72,976+52.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 22.90% | 111.88%-89.0pp | 71.41%-48.5pp | 81.02%-58.1pp |
| Employer contribution / active EE | $5,304 | $3,115+70.3% | $4,736+12.0% | $2,440+117.4% |
| Participant deferral / active EE | $7,882 | $5,419+45.5% | $6,710+17.5% | $3,608+118.5% |
| Admin fee / account holder | $330 | $5,957-94.5% | $10,265-96.8% | $5,124-93.6% |