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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 | $171,866 | $91,194+88.5% | $178,486-3.7% | $79,860+115.2% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 12.62% | 24.19%-11.6pp | 151.08%-138.5pp | 31.72%-19.1pp |
| Employer contribution / active EE | $8,320 | $3,256+155.5% | $5,011+66.0% | $2,471+236.7% |
| Participant deferral / active EE | $5,262 | $3,236+62.6% | $5,202+1.1% | $3,740+40.7% |
| Admin fee / account holder | $5,477 | $6,751-18.9% | $13,985-60.8% | $5,306+3.2% |