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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 | $177,368 | $91,198+94.5% | $178,503-0.6% | $79,856+122.1% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 13.45% | 24.20%-10.7pp | 151.12%-137.7pp | 31.71%-18.3pp |
| Employer contribution / active EE | $6,930 | $3,257+112.8% | $5,011+38.3% | $2,471+180.4% |
| Participant deferral / active EE | $1,908 | $3,237-41.0% | $5,202-63.3% | $3,741-49.0% |
| Admin fee / account holder | $22,389 | $6,748+231.8% | $13,987+60.1% | $5,306+321.9% |