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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 | $108,550 | $91,198+19.0% | $178,503-39.2% | $79,856+35.9% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 15.28% | 24.20%-8.9pp | 151.12%-135.8pp | 31.71%-16.4pp |
| Employer contribution / active EE | $5,234 | $3,257+60.7% | $5,011+4.5% | $2,471+111.8% |
| Participant deferral / active EE | $6,514 | $3,237+101.3% | $5,202+25.2% | $3,741+74.2% |
| Admin fee / account holder | $5,348 | $6,748-20.7% | $13,987-61.8% | $5,306+0.8% |