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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 | $214,540 | $91,198+135.2% | $178,503+20.2% | $79,856+168.7% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 14.64% | 24.20%-9.6pp | 151.12%-136.5pp | 31.71%-17.1pp |
| Employer contribution / active EE | $7,481 | $3,257+129.7% | $5,011+49.3% | $2,471+202.7% |
| Participant deferral / active EE | $5,227 | $3,237+61.5% | $5,202+0.5% | $3,741+39.7% |
| Admin fee / account holder | $6,310 | $6,748-6.5% | $13,987-54.9% | $5,306+18.9% |