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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 | $153,575 | $65,034+136.1% | $90,970+68.8% | $79,856+92.3% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 15.96% | 30.45%-14.5pp | 134.60%-118.6pp | 31.71%-15.7pp |
| Employer contribution / active EE | $4,686 | $1,247+275.7% | $2,122+120.9% | $2,471+89.6% |
| Participant deferral / active EE | $6,708 | $2,512+167.0% | $3,373+98.9% | $3,741+79.3% |
| Admin fee / account holder | $11,013 | $4,536+142.8% | $5,961+84.8% | $5,306+107.5% |