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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 | $167,489 | $91,198+83.7% | $178,503-6.2% | $79,856+109.7% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 14.40% | 24.20%-9.8pp | 151.12%-136.7pp | 31.71%-17.3pp |
| Employer contribution / active EE | $5,834 | $3,257+79.1% | $5,011+16.4% | $2,471+136.1% |
| Participant deferral / active EE | $4,142 | $3,237+28.0% | $5,202-20.4% | $3,741+10.7% |
| Admin fee / account holder | $1,634 | $6,748-75.8% | $13,987-88.3% | $5,306-69.2% |