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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 | $229,042 | $91,198+151.1% | $178,503+28.3% | $79,856+186.8% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 15.16% | 24.20%-9.0pp | 151.12%-136.0pp | 31.71%-16.6pp |
| Employer contribution / active EE | $5,986 | $3,257+83.8% | $5,011+19.5% | $2,471+142.2% |
| Participant deferral / active EE | $5,838 | $3,237+80.4% | $5,202+12.2% | $3,741+56.1% |
| Admin fee / account holder | $6,006 | $6,748-11.0% | $13,987-57.1% | $5,306+13.2% |