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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 | $145,362 | $105,210+38.2% | $159,487-8.9% | $85,851+69.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 24.97% | 45.08%-20.1pp | 263.71%-238.7pp | 318.63%-293.7pp |
| Employer contribution / active EE | $2,645 | $3,319-20.3% | $4,831-45.3% | $2,565+3.1% |
| Participant deferral / active EE | $8,340 | $5,946+40.3% | $7,354+13.4% | $3,952+111.0% |
| Admin fee / account holder | $31,182 | $6,934+349.7% | $10,804+188.6% | $6,261+398.0% |