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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 | $158,522 | $91,179+73.9% | $178,499-11.2% | $79,852+98.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 12.00% | 24.19%-12.2pp | 151.10%-139.1pp | 31.72%-19.7pp |
| Employer contribution / active EE | $5,563 | $3,256+70.9% | $5,011+11.0% | $2,471+125.1% |
| Participant deferral / active EE | $5,052 | $3,236+56.1% | $5,202-2.9% | $3,740+35.1% |
| Admin fee / account holder | $7,217 | $6,749+6.9% | $13,986-48.4% | $5,306+36.0% |