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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 | $161,514 | $91,198+77.1% | $178,503-9.5% | $79,856+102.3% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 17.54% | 24.20%-6.7pp | 151.12%-133.6pp | 31.71%-14.2pp |
| Employer contribution / active EE | $9,444 | $3,257+190.0% | $5,011+88.5% | $2,471+282.2% |
| Participant deferral / active EE | $5,447 | $3,237+68.3% | $5,202+4.7% | $3,741+45.6% |
| Admin fee / account holder | $18,091 | $6,748+168.1% | $13,987+29.3% | $5,306+240.9% |