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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 | $203,961 | $91,198+123.6% | $178,503+14.3% | $79,856+155.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 14.01% | 24.20%-10.2pp | 151.12%-137.1pp | 31.71%-17.7pp |
| Employer contribution / active EE | $7,082 | $3,257+117.5% | $5,011+41.3% | $2,471+186.6% |
| Participant deferral / active EE | $7,141 | $3,237+120.6% | $5,202+37.3% | $3,741+90.9% |
| Admin fee / account holder | $3,693 | $6,748-45.3% | $13,987-73.6% | $5,306-30.4% |