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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 | $109,859 | $85,766+28.1% | $136,298-19.4% | $70,126+56.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 18.43% | 31.46%-13.0pp | 5156.27%-5137.8pp | 73.15%-54.7pp |
| Employer contribution / active EE | $4,383 | $2,966+47.8% | $4,696-6.7% | $2,343+87.1% |
| Participant deferral / active EE | $3,764 | $5,051-25.5% | $6,247-39.7% | $3,332+13.0% |
| Admin fee / account holder | $2,787 | $5,421-48.6% | $9,244-69.8% | $4,645-40.0% |