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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 | $139,477 | $91,198+52.9% | $178,503-21.9% | $79,856+74.7% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 15.76% | 24.20%-8.4pp | 151.12%-135.4pp | 31.71%-15.9pp |
| Employer contribution / active EE | $7,655 | $3,257+135.1% | $5,011+52.8% | $2,471+209.8% |
| Participant deferral / active EE | $4,767 | $3,237+47.3% | $5,202-8.4% | $3,741+27.5% |
| Admin fee / account holder | $33,283 | $6,748+393.2% | $13,987+138.0% | $5,306+527.2% |