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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 | $110,106 | $68,073+61.7% | $76,080+44.7% | $85,847+28.3% |
| Participation rate | 100.0% | 72.5%+27.5pp | 79.4%+20.6pp | 69.3%+30.7pp |
| Annual return | 41.95% | 19.42%+22.5pp | 42.50%-0.5pp | 318.61%-276.7pp |
| Employer contribution / active EE | $9,384 | $3,209+192.4% | $3,962+136.9% | $2,565+265.8% |
| Participant deferral / active EE | $6,244 | $3,799+64.3% | $4,905+27.3% | $3,952+58.0% |
| Admin fee / account holder | $2,661 | $3,422-22.2% | $4,883-45.5% | $6,261-57.5% |