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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 | $140,936 | $81,208+73.5% | $98,920+42.5% | $79,856+76.5% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 14.06% | 60.99%-46.9pp | 196.47%-182.4pp | 31.71%-17.7pp |
| Employer contribution / active EE | $5,818 | $1,960+196.9% | $2,689+116.3% | $2,471+135.4% |
| Participant deferral / active EE | $4,773 | $3,265+46.2% | $4,245+12.4% | $3,741+27.6% |
| Admin fee / account holder | $4,991 | $6,013-17.0% | $6,643-24.9% | $5,306-5.9% |