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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 | $186,549 | $91,198+104.6% | $178,503+4.5% | $79,856+133.6% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 13.46% | 24.20%-10.7pp | 151.12%-137.7pp | 31.71%-18.3pp |
| Employer contribution / active EE | $6,542 | $3,257+100.9% | $5,011+30.6% | $2,471+164.7% |
| Participant deferral / active EE | $4,834 | $3,237+49.3% | $5,202-7.1% | $3,741+29.2% |
| Admin fee / account holder | $45,861 | $6,748+579.6% | $13,987+227.9% | $5,306+764.2% |