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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 | $106,909 | $91,198+17.2% | $178,503-40.1% | $79,856+33.9% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 18.60% | 24.20%-5.6pp | 151.12%-132.5pp | 31.71%-13.1pp |
| Employer contribution / active EE | $10,879 | $3,257+234.1% | $5,011+117.1% | $2,471+340.2% |
| Participant deferral / active EE | $5,527 | $3,237+70.8% | $5,202+6.2% | $3,741+47.8% |
| Admin fee / account holder | $2,538 | $6,748-62.4% | $13,987-81.9% | $5,306-52.2% |