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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 | $119,530 | $89,367+33.8% | $141,191-15.3% | $72,975+63.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 27.22% | 111.87%-84.7pp | 71.41%-44.2pp | 81.01%-53.8pp |
| Employer contribution / active EE | $7,470 | $3,115+139.8% | $4,736+57.7% | $2,440+206.1% |
| Participant deferral / active EE | $8,736 | $5,419+61.2% | $6,710+30.2% | $3,608+142.2% |
| Admin fee / account holder | $1,116 | $5,957-81.3% | $10,264-89.1% | $5,124-78.2% |