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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 | $91,167+54.4% | $178,498-21.2% | $79,858+76.2% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 13.56% | 24.19%-10.6pp | 151.09%-137.5pp | 31.72%-18.2pp |
| Employer contribution / active EE | $10,259 | $3,255+215.1% | $5,011+104.7% | $2,471+315.2% |
| Participant deferral / active EE | $5,968 | $3,236+84.4% | $5,202+14.7% | $3,740+59.6% |
| Admin fee / account holder | $2,676 | $6,747-60.3% | $13,985-80.9% | $5,306-49.6% |