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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 | $168,041 | $89,370+88.0% | $141,197+19.0% | $72,976+130.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 21.80% | 111.88%-90.1pp | 71.41%-49.6pp | 81.02%-59.2pp |
| Employer contribution / active EE | $9,161 | $3,115+194.1% | $4,736+93.4% | $2,440+275.4% |
| Participant deferral / active EE | $9,363 | $5,419+72.8% | $6,710+39.5% | $3,608+159.5% |
| Admin fee / account holder | $5,043 | $5,957-15.3% | $10,265-50.9% | $5,124-1.6% |