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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 | $171,672 | $91,198+88.2% | $178,503-3.8% | $79,856+115.0% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 14.03% | 24.20%-10.2pp | 151.12%-137.1pp | 31.71%-17.7pp |
| Employer contribution / active EE | $9,454 | $3,257+190.3% | $5,011+88.7% | $2,471+282.6% |
| Participant deferral / active EE | $7,197 | $3,237+122.4% | $5,202+38.3% | $3,741+92.4% |
| Admin fee / account holder | $1,572 | $6,748-76.7% | $13,987-88.8% | $5,306-70.4% |