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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 | $114,419 | $91,198+25.5% | $178,503-35.9% | $79,856+43.3% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 16.36% | 24.20%-7.8pp | 151.12%-134.8pp | 31.71%-15.4pp |
| Employer contribution / active EE | $7,250 | $3,257+122.6% | $5,011+44.7% | $2,471+193.4% |
| Participant deferral / active EE | $5,089 | $3,237+57.2% | $5,202-2.2% | $3,741+36.1% |
| Admin fee / account holder | $1,044 | $6,748-84.5% | $13,987-92.5% | $5,306-80.3% |