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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 | $176,077 | $91,198+93.1% | $178,503-1.4% | $79,856+120.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 14.28% | 24.20%-9.9pp | 151.12%-136.8pp | 31.71%-17.4pp |
| Employer contribution / active EE | $4,177 | $3,257+28.3% | $5,011-16.7% | $2,471+69.0% |
| Participant deferral / active EE | $4,253 | $3,237+31.4% | $5,202-18.2% | $3,741+13.7% |
| Admin fee / account holder | $10,178 | $6,748+50.8% | $13,987-27.2% | $5,306+91.8% |