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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 | $109,927 | $89,370+23.0% | $141,197-22.1% | $72,976+50.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 19.44% | 111.88%-92.4pp | 71.41%-52.0pp | 81.02%-61.6pp |
| Employer contribution / active EE | $7,718 | $3,115+147.8% | $4,736+63.0% | $2,440+216.3% |
| Participant deferral / active EE | $3,583 | $5,419-33.9% | $6,710-46.6% | $3,608-0.7% |
| Admin fee / account holder | $6,161 | $5,957+3.4% | $10,265-40.0% | $5,124+20.2% |