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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 | $115,393 | $91,167+26.6% | $178,498-35.4% | $79,858+44.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 19.83% | 24.19%-4.4pp | 151.09%-131.3pp | 31.72%-11.9pp |
| Employer contribution / active EE | $6,514 | $3,255+100.1% | $5,011+30.0% | $2,471+163.6% |
| Participant deferral / active EE | $4,035 | $3,236+24.7% | $5,202-22.4% | $3,740+7.9% |
| Admin fee / account holder | $37,630 | $6,747+457.7% | $13,985+169.1% | $5,306+609.2% |