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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 | $160,873 | $91,198+76.4% | $178,503-9.9% | $79,856+101.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 11.75% | 24.20%-12.4pp | 151.12%-139.4pp | 31.71%-20.0pp |
| Employer contribution / active EE | $8,460 | $3,257+159.8% | $5,011+68.8% | $2,471+242.3% |
| Participant deferral / active EE | $5,808 | $3,237+79.4% | $5,202+11.6% | $3,741+55.3% |
| Admin fee / account holder | $13,016 | $6,748+92.9% | $13,987-6.9% | $5,306+145.3% |