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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 | $183,709 | $91,198+101.4% | $178,503+2.9% | $79,856+130.1% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 14.21% | 24.20%-10.0pp | 151.12%-136.9pp | 31.71%-17.5pp |
| Employer contribution / active EE | $7,718 | $3,257+137.0% | $5,011+54.0% | $2,471+212.3% |
| Participant deferral / active EE | $6,729 | $3,237+107.9% | $5,202+29.3% | $3,741+79.9% |
| Admin fee / account holder | $4,987 | $6,748-26.1% | $13,987-64.3% | $5,306-6.0% |