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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 | $201,688 | $58,099+247.1% | $76,872+162.4% | $75,173+168.3% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.6%+30.4pp | 67.2%+32.8pp |
| Annual return | 13.75% | 26.71%-13.0pp | 37.90%-24.2pp | 160.72%-147.0pp |
| Employer contribution / active EE | $7,676 | $1,996+284.7% | $2,533+203.0% | $2,671+187.4% |
| Participant deferral / active EE | $5,996 | $2,999+99.9% | $3,832+56.5% | $4,126+45.3% |
| Admin fee / account holder | $3,588 | $4,778-24.9% | $5,476-34.5% | $5,651-36.5% |