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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 | $105,723 | $91,198+15.9% | $178,503-40.8% | $79,856+32.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 25.14% | 24.20%+0.9pp | 151.12%-126.0pp | 31.71%-6.6pp |
| Employer contribution / active EE | $5,721 | $3,257+75.7% | $5,011+14.2% | $2,471+131.5% |
| Participant deferral / active EE | $4,073 | $3,237+25.8% | $5,202-21.7% | $3,741+8.9% |
| Admin fee / account holder | $13,712 | $6,748+103.2% | $13,987-2.0% | $5,306+158.4% |