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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 | $112,642 | $61,356+83.6% | $149,696-24.8% | $71,511+57.5% |
| Participation rate | 100.0% | 62.5%+37.5pp | 78.8%+21.2pp | 67.9%+32.1pp |
| Annual return | 13.91% | 35.86%-22.0pp | 134.46%-120.5pp | 28.86%-14.9pp |
| Employer contribution / active EE | $6,786 | $2,382+184.9% | $4,821+40.8% | $2,589+162.1% |
| Participant deferral / active EE | $5,809 | $2,920+99.0% | $5,682+2.2% | $4,291+35.4% |
| Admin fee / account holder | $33,945 | $1,263+2587.3% | $13,212+156.9% | $1,588+2037.0% |