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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 | $125,592 | $91,179+37.7% | $178,499-29.6% | $79,852+57.3% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 11.39% | 24.19%-12.8pp | 151.10%-139.7pp | 31.72%-20.3pp |
| Employer contribution / active EE | $9,420 | $3,256+189.3% | $5,011+88.0% | $2,471+281.2% |
| Participant deferral / active EE | $5,493 | $3,236+69.8% | $5,202+5.6% | $3,740+46.9% |
| Admin fee / account holder | $5,398 | $6,749-20.0% | $13,986-61.4% | $5,306+1.7% |