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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 | $182,406 | $88,672+105.7% | $105,223+73.4% | $82,448+121.2% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 17.45% | 30.86%-13.4pp | 180.65%-163.2pp | 41.64%-24.2pp |
| Employer contribution / active EE | $11,754 | $3,048+285.7% | $3,689+218.7% | $2,551+360.8% |
| Participant deferral / active EE | $6,084 | $4,036+50.7% | $5,072+20.0% | $4,139+47.0% |
| Admin fee / account holder | $5,728 | $7,146-19.8% | $8,859-35.3% | $7,234-20.8% |