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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 | $179,133 | $109,411+63.7% | $89,435+100.3% | $158,982+12.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 17.20% | 345.68%-328.5pp | 245.55%-228.4pp | 302.99%-285.8pp |
| Employer contribution / active EE | $8,851 | $3,173+179.0% | $2,587+242.1% | $4,763+85.8% |
| Participant deferral / active EE | $7,160 | $4,600+55.6% | $3,890+84.0% | $5,983+19.7% |
| Admin fee / account holder | $2,409 | $6,159-60.9% | $4,884-50.7% | $11,252-78.6% |