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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 | $182,860 | $102,422+78.5% | $147,117+24.3% | $80,959+125.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 12.99% | 135.16%-122.2pp | 420.54%-407.6pp | 35.67%-22.7pp |
| Employer contribution / active EE | $7,525 | $3,717+102.4% | $4,932+52.6% | $2,757+172.9% |
| Participant deferral / active EE | $7,064 | $6,652+6.2% | $8,065-12.4% | $4,300+64.3% |
| Admin fee / account holder | $2,731 | $7,953-65.7% | $12,993-79.0% | $6,925-60.6% |