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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 | $176,203 | $91,198+93.2% | $178,503-1.3% | $79,856+120.7% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 21.95% | 24.20%-2.2pp | 151.12%-129.2pp | 31.71%-9.8pp |
| Employer contribution / active EE | $8,583 | $3,257+163.6% | $5,011+71.3% | $2,471+247.3% |
| Participant deferral / active EE | $9,923 | $3,237+206.6% | $5,202+90.7% | $3,741+165.3% |
| Admin fee / account holder | $3,721 | $6,748-44.9% | $13,987-73.4% | $5,306-29.9% |