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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 | $177,222 | $91,198+94.3% | $178,503-0.7% | $79,856+121.9% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 12.82% | 24.20%-11.4pp | 151.12%-138.3pp | 31.71%-18.9pp |
| Employer contribution / active EE | $5,934 | $3,257+82.2% | $5,011+18.4% | $2,471+140.1% |
| Participant deferral / active EE | $4,638 | $3,237+43.3% | $5,202-10.9% | $3,741+24.0% |
| Admin fee / account holder | $16,840 | $6,748+149.6% | $13,987+20.4% | $5,306+217.4% |