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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 | $111,943 | $91,198+22.7% | $178,503-37.3% | $79,856+40.2% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 16.42% | 24.20%-7.8pp | 151.12%-134.7pp | 31.71%-15.3pp |
| Employer contribution / active EE | $7,242 | $3,257+122.4% | $5,011+44.5% | $2,471+193.1% |
| Participant deferral / active EE | $13,284 | $3,237+310.4% | $5,202+155.3% | $3,741+255.1% |
| Admin fee / account holder | $2,794 | $6,748-58.6% | $13,987-80.0% | $5,306-47.3% |