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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 | $171,837 | $91,198+88.4% | $178,503-3.7% | $79,856+115.2% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 12.94% | 24.20%-11.3pp | 151.12%-138.2pp | 31.71%-18.8pp |
| Employer contribution / active EE | $6,304 | $3,257+93.6% | $5,011+25.8% | $2,471+155.1% |
| Participant deferral / active EE | $4,770 | $3,237+47.4% | $5,202-8.3% | $3,741+27.5% |
| Admin fee / account holder | $8,959 | $6,748+32.8% | $13,987-35.9% | $5,306+68.8% |