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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 | $105,403 | $56,116+87.8% | $135,768-22.4% | $86,983+21.2% |
| Participation rate | 100.0% | 60.1%+39.9pp | 71.1%+28.9pp | 69.5%+30.5pp |
| Annual return | 17.30% | 125.33%-108.0pp | 526.10%-508.8pp | 25.83%-8.5pp |
| Employer contribution / active EE | $5,001 | $1,528+227.3% | $3,394+47.4% | $2,584+93.5% |
| Participant deferral / active EE | $6,956 | $2,690+158.6% | $3,977+74.9% | $4,194+65.9% |
| Admin fee / account holder | $2,639 | $4,314-38.8% | $7,048-62.6% | $7,856-66.4% |