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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 | $181,480 | $89,370+103.1% | $141,197+28.5% | $72,976+148.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 24.57% | 111.88%-87.3pp | 71.41%-46.8pp | 81.02%-56.4pp |
| Employer contribution / active EE | $9,625 | $3,115+209.0% | $4,736+103.2% | $2,440+294.5% |
| Participant deferral / active EE | $9,159 | $5,419+69.0% | $6,710+36.5% | $3,608+153.9% |
| Admin fee / account holder | $4,007 | $5,957-32.7% | $10,265-61.0% | $5,124-21.8% |