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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 | $69,461 | $77,908-10.8% | $149,696-53.6% | $75,173-7.6% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 14.25% | 31.73%-17.5pp | 134.46%-120.2pp | 160.72%-146.5pp |
| Employer contribution / active EE | $5,172 | $3,138+64.8% | $4,821+7.3% | $2,671+93.6% |
| Participant deferral / active EE | $4,934 | $3,411+44.6% | $5,682-13.2% | $4,126+19.6% |
| Admin fee / account holder | $17,908 | $5,950+201.0% | $13,212+35.5% | $5,651+216.9% |