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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 | $174,776 | $91,198+91.6% | $178,503-2.1% | $79,856+118.9% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 14.46% | 24.20%-9.7pp | 151.12%-136.7pp | 31.71%-17.2pp |
| Employer contribution / active EE | $12,140 | $3,257+272.8% | $5,011+142.3% | $2,471+391.2% |
| Participant deferral / active EE | $8,156 | $3,237+152.0% | $5,202+56.8% | $3,741+118.0% |
| Admin fee / account holder | $882 | $6,748-86.9% | $13,987-93.7% | $5,306-83.4% |