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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 | $122,106 | $91,198+33.9% | $178,503-31.6% | $79,856+52.9% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 13.72% | 24.20%-10.5pp | 151.12%-137.4pp | 31.71%-18.0pp |
| Employer contribution / active EE | $10,562 | $3,257+224.3% | $5,011+110.8% | $2,471+327.4% |
| Participant deferral / active EE | $5,085 | $3,237+57.1% | $5,202-2.2% | $3,741+36.0% |
| Admin fee / account holder | $1,534 | $6,748-77.3% | $13,987-89.0% | $5,306-71.1% |