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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 | $147,680 | $91,198+61.9% | $178,503-17.3% | $79,856+84.9% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 13.96% | 24.20%-10.2pp | 151.12%-137.2pp | 31.71%-17.7pp |
| Employer contribution / active EE | $10,534 | $3,257+223.5% | $5,011+110.2% | $2,471+326.3% |
| Participant deferral / active EE | $11,291 | $3,237+248.9% | $5,202+117.0% | $3,741+201.9% |
| Admin fee / account holder | $6,081 | $6,748-9.9% | $13,987-56.5% | $5,306+14.6% |