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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 | $156,701 | $91,167+71.9% | $178,498-12.2% | $79,858+96.2% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 15.23% | 24.19%-9.0pp | 151.09%-135.9pp | 31.72%-16.5pp |
| Employer contribution / active EE | $7,264 | $3,255+123.1% | $5,011+45.0% | $2,471+194.0% |
| Participant deferral / active EE | $4,019 | $3,236+24.2% | $5,202-22.7% | $3,740+7.4% |
| Admin fee / account holder | $3,257 | $6,747-51.7% | $13,985-76.7% | $5,306-38.6% |