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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 | $104,241 | $77,901+33.8% | $149,717-30.4% | $75,181+38.7% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 15.32% | 31.73%-16.4pp | 134.41%-119.1pp | 160.69%-145.4pp |
| Employer contribution / active EE | $4,418 | $3,137+40.8% | $4,820-8.3% | $2,671+65.4% |
| Participant deferral / active EE | $4,339 | $3,411+27.2% | $5,682-23.6% | $4,126+5.2% |
| Admin fee / account holder | $26,324 | $5,949+342.5% | $13,213+99.2% | $5,650+365.9% |