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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 | $197,582 | $91,198+116.7% | $178,503+10.7% | $79,856+147.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 14.51% | 24.20%-9.7pp | 151.12%-136.6pp | 31.71%-17.2pp |
| Employer contribution / active EE | $8,375 | $3,257+157.2% | $5,011+67.1% | $2,471+238.9% |
| Participant deferral / active EE | $5,764 | $3,237+78.1% | $5,202+10.8% | $3,741+54.1% |
| Admin fee / account holder | $2,932 | $6,748-56.6% | $13,987-79.0% | $5,306-44.7% |