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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 | $152,767 | $89,367+70.9% | $141,191+8.2% | $72,975+109.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 31.14% | 111.87%-80.7pp | 71.41%-40.3pp | 81.01%-49.9pp |
| Employer contribution / active EE | $8,201 | $3,115+163.3% | $4,736+73.2% | $2,440+236.1% |
| Participant deferral / active EE | $10,510 | $5,419+94.0% | $6,710+56.6% | $3,608+191.3% |
| Admin fee / account holder | $1,983 | $5,957-66.7% | $10,264-80.7% | $5,124-61.3% |