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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 | $101,305 | $91,167+11.1% | $178,498-43.2% | $79,858+26.9% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 13.82% | 24.19%-10.4pp | 151.09%-137.3pp | 31.72%-17.9pp |
| Employer contribution / active EE | $14,351 | $3,255+340.9% | $5,011+186.4% | $2,471+480.8% |
| Participant deferral / active EE | $16,229 | $3,236+401.6% | $5,202+212.0% | $3,740+333.9% |
| Admin fee / account holder | $7,269 | $6,747+7.7% | $13,985-48.0% | $5,306+37.0% |