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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 | $149,853 | $91,198+64.3% | $178,503-16.0% | $79,856+87.7% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 20.20% | 24.20%-4.0pp | 151.12%-130.9pp | 31.71%-11.5pp |
| Employer contribution / active EE | $20,463 | $3,257+528.4% | $5,011+308.4% | $2,471+728.1% |
| Participant deferral / active EE | $12,479 | $3,237+285.6% | $5,202+139.9% | $3,741+233.6% |
| Admin fee / account holder | $10,160 | $6,748+50.6% | $13,987-27.4% | $5,306+91.5% |