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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 | $174,251 | $89,370+95.0% | $141,197+23.4% | $72,976+138.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 21.18% | 111.88%-90.7pp | 71.41%-50.2pp | 81.02%-59.8pp |
| Employer contribution / active EE | $7,555 | $3,115+142.6% | $4,736+59.5% | $2,440+209.6% |
| Participant deferral / active EE | $7,599 | $5,419+40.2% | $6,710+13.2% | $3,608+110.6% |
| Admin fee / account holder | $2,093 | $5,957-64.9% | $10,265-79.6% | $5,124-59.2% |