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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 | $92,820 | $89,367+3.9% | $141,191-34.3% | $72,975+27.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 61.11% | 111.87%-50.8pp | 71.41%-10.3pp | 81.01%-19.9pp |
| Employer contribution / active EE | $6,508 | $3,115+108.9% | $4,736+37.4% | $2,440+166.7% |
| Participant deferral / active EE | $9,194 | $5,419+69.7% | $6,710+37.0% | $3,608+154.8% |
| Admin fee / account holder | $2,596 | $5,957-56.4% | $10,264-74.7% | $5,124-49.3% |