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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 | $104,554 | $85,766+21.9% | $136,297-23.3% | $70,124+49.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 15.54% | 31.45%-15.9pp | 5156.19%-5140.7pp | 73.14%-57.6pp |
| Employer contribution / active EE | $5,995 | $2,966+102.1% | $4,696+27.7% | $2,342+155.9% |
| Participant deferral / active EE | $4,259 | $5,051-15.7% | $6,247-31.8% | $3,332+27.8% |
| Admin fee / account holder | $4,867 | $5,420-10.2% | $9,244-47.3% | $4,645+4.8% |