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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 | $213,170 | $91,198+133.7% | $178,503+19.4% | $79,856+166.9% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 17.20% | 24.20%-7.0pp | 151.12%-133.9pp | 31.71%-14.5pp |
| Employer contribution / active EE | $6,607 | $3,257+102.9% | $5,011+31.8% | $2,471+167.4% |
| Participant deferral / active EE | $6,214 | $3,237+92.0% | $5,202+19.4% | $3,741+66.1% |
| Admin fee / account holder | $1,764 | $6,748-73.9% | $13,987-87.4% | $5,306-66.8% |