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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 | $122,999 | $91,198+34.9% | $178,503-31.1% | $79,856+54.0% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 10.78% | 24.20%-13.4pp | 151.12%-140.3pp | 31.71%-20.9pp |
| Employer contribution / active EE | $8,203 | $3,257+151.9% | $5,011+63.7% | $2,471+232.0% |
| Participant deferral / active EE | $6,624 | $3,237+104.7% | $5,202+27.3% | $3,741+77.1% |
| Admin fee / account holder | $32,620 | $6,748+383.4% | $13,987+133.2% | $5,306+514.7% |