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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 | $160,847 | $91,198+76.4% | $178,503-9.9% | $79,856+101.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 14.46% | 24.20%-9.7pp | 151.12%-136.7pp | 31.71%-17.3pp |
| Employer contribution / active EE | $8,162 | $3,257+150.6% | $5,011+62.9% | $2,471+230.3% |
| Participant deferral / active EE | $5,171 | $3,237+59.8% | $5,202-0.6% | $3,741+38.2% |
| Admin fee / account holder | $12,654 | $6,748+87.5% | $13,987-9.5% | $5,306+138.5% |