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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 | $156,311 | $91,198+71.4% | $178,503-12.4% | $79,856+95.7% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 16.71% | 24.20%-7.5pp | 151.12%-134.4pp | 31.71%-15.0pp |
| Employer contribution / active EE | $7,274 | $3,257+123.4% | $5,011+45.2% | $2,471+194.4% |
| Participant deferral / active EE | $6,020 | $3,237+86.0% | $5,202+15.7% | $3,741+60.9% |
| Admin fee / account holder | $1,616 | $6,748-76.1% | $13,987-88.4% | $5,306-69.5% |