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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 | $140,718 | $91,198+54.3% | $178,503-21.2% | $79,856+76.2% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 13.56% | 24.20%-10.6pp | 151.12%-137.6pp | 31.71%-18.1pp |
| Employer contribution / active EE | $10,259 | $3,257+215.0% | $5,011+104.7% | $2,471+315.1% |
| Participant deferral / active EE | $5,968 | $3,237+84.4% | $5,202+14.7% | $3,741+59.5% |
| Admin fee / account holder | $2,676 | $6,748-60.3% | $13,987-80.9% | $5,306-49.6% |