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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 | $97,969 | $89,367+9.6% | $141,191-30.6% | $72,975+34.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 23.38% | 111.87%-88.5pp | 71.41%-48.0pp | 81.01%-57.6pp |
| Employer contribution / active EE | $6,627 | $3,115+112.8% | $4,736+39.9% | $2,440+171.6% |
| Participant deferral / active EE | $7,125 | $5,419+31.5% | $6,710+6.2% | $3,608+97.5% |
| Admin fee / account holder | $2,851 | $5,957-52.1% | $10,264-72.2% | $5,124-44.4% |