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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 | $182,844 | $137,414+33.1% | $189,537-3.5% | $85,847+113.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 18.41% | 38.14%-19.7pp | 555.34%-536.9pp | 318.61%-300.2pp |
| Employer contribution / active EE | $6,964 | $4,344+60.3% | $6,161+13.0% | $2,565+171.5% |
| Participant deferral / active EE | $10,776 | $6,260+72.1% | $8,220+31.1% | $3,952+172.7% |
| Admin fee / account holder | $2,014 | $8,630-76.7% | $12,048-83.3% | $6,261-67.8% |