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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 | $147,348 | $91,198+61.6% | $178,503-17.5% | $79,856+84.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 18.42% | 24.20%-5.8pp | 151.12%-132.7pp | 31.71%-13.3pp |
| Employer contribution / active EE | $18,205 | $3,257+459.0% | $5,011+263.3% | $2,471+636.7% |
| Participant deferral / active EE | $17,096 | $3,237+428.2% | $5,202+228.6% | $3,741+357.1% |
| Admin fee / account holder | $1,587 | $6,748-76.5% | $13,987-88.7% | $5,306-70.1% |