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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 | $138,661 | $91,198+52.0% | $178,503-22.3% | $79,856+73.6% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 17.30% | 24.20%-6.9pp | 151.12%-133.8pp | 31.71%-14.4pp |
| Employer contribution / active EE | $10,954 | $3,257+236.4% | $5,011+118.6% | $2,471+343.3% |
| Participant deferral / active EE | $6,012 | $3,237+85.8% | $5,202+15.6% | $3,741+60.7% |
| Admin fee / account holder | $3,716 | $6,748-44.9% | $13,987-73.4% | $5,306-30.0% |