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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 | $184,540 | $118,869+55.2% | $96,575+91.1% | $167,518+10.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 17.66% | 50.49%-32.8pp | 37.79%-20.1pp | 478.71%-461.0pp |
| Employer contribution / active EE | $7,133 | $3,120+128.6% | $2,357+202.7% | $4,838+47.4% |
| Participant deferral / active EE | $4,892 | $4,616+6.0% | $3,849+27.1% | $6,342-22.9% |
| Admin fee / account holder | $5,958 | $8,067-26.1% | $6,182-3.6% | $12,312-51.6% |