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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 | $168,620 | $77,920+116.4% | $149,723+12.6% | $75,177+124.3% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 18.96% | 31.72%-12.8pp | 134.50%-115.5pp | 160.75%-141.8pp |
| Employer contribution / active EE | $11,538 | $3,138+267.7% | $4,821+139.3% | $2,671+332.0% |
| Participant deferral / active EE | $5,928 | $3,411+73.8% | $5,682+4.3% | $4,126+43.7% |
| Admin fee / account holder | $2,264 | $5,951-61.9% | $13,215-82.9% | $5,651-59.9% |