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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 | $185,014 | $78,690+135.1% | $161,489+14.6% | $87,485+111.5% |
| Participation rate | 100.0% | 67.5%+32.5pp | 78.7%+21.3pp | 68.9%+31.1pp |
| Annual return | 13.02% | 32.74%-19.7pp | 89.72%-76.7pp | 26.06%-13.0pp |
| Employer contribution / active EE | $10,654 | $2,588+311.6% | $4,268+149.6% | $2,596+310.4% |
| Participant deferral / active EE | $6,319 | $3,311+90.8% | $5,630+12.2% | $4,274+47.9% |
| Admin fee / account holder | $6,445 | $6,724-4.1% | $16,006-59.7% | $7,775-17.1% |