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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 | $163,116 | $63,861+155.4% | $104,625+55.9% | $79,852+104.3% |
| Participation rate | 100.0% | 64.9%+35.1pp | 74.1%+25.9pp | 69.6%+30.4pp |
| Annual return | 17.08% | 21.30%-4.2pp | 340.60%-323.5pp | 31.72%-14.6pp |
| Employer contribution / active EE | $7,563 | $1,588+376.2% | $2,681+182.0% | $2,471+206.1% |
| Participant deferral / active EE | $7,730 | $2,693+187.0% | $3,738+106.8% | $3,740+106.7% |
| Admin fee / account holder | $3,284 | $4,185-21.5% | $6,465-49.2% | $5,306-38.1% |