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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 | $141,645 | $91,198+55.3% | $178,503-20.6% | $79,856+77.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 13.86% | 24.20%-10.3pp | 151.12%-137.3pp | 31.71%-17.8pp |
| Employer contribution / active EE | $9,526 | $3,257+192.5% | $5,011+90.1% | $2,471+285.5% |
| Participant deferral / active EE | $5,819 | $3,237+79.8% | $5,202+11.9% | $3,741+55.6% |
| Admin fee / account holder | $2,824 | $6,748-58.1% | $13,987-79.8% | $5,306-46.8% |