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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 | $89,941 | $89,370+0.6% | $141,197-36.3% | $72,976+23.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 25.65% | 111.88%-86.2pp | 71.41%-45.8pp | 81.02%-55.4pp |
| Employer contribution / active EE | $9,779 | $3,115+214.0% | $4,736+106.5% | $2,440+300.8% |
| Participant deferral / active EE | $8,724 | $5,419+61.0% | $6,710+30.0% | $3,608+141.8% |
| Admin fee / account holder | $1,337 | $5,957-77.6% | $10,265-87.0% | $5,124-73.9% |