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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 | $167,142 | $89,370+87.0% | $141,197+18.4% | $72,976+129.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 20.58% | 111.88%-91.3pp | 71.41%-50.8pp | 81.02%-60.4pp |
| Employer contribution / active EE | $6,201 | $3,115+99.1% | $4,736+30.9% | $2,440+154.1% |
| Participant deferral / active EE | $6,700 | $5,419+23.6% | $6,710-0.2% | $3,608+85.7% |
| Admin fee / account holder | $1,734 | $5,957-70.9% | $10,265-83.1% | $5,124-66.2% |