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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 | $116,266 | $91,194+27.5% | $178,486-34.9% | $79,860+45.6% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 10.11% | 24.19%-14.1pp | 151.08%-141.0pp | 31.72%-21.6pp |
| Employer contribution / active EE | $7,643 | $3,256+134.7% | $5,011+52.5% | $2,471+209.3% |
| Participant deferral / active EE | $7,070 | $3,236+118.4% | $5,202+35.9% | $3,740+89.0% |
| Admin fee / account holder | $2,113 | $6,751-68.7% | $13,985-84.9% | $5,306-60.2% |