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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 | $156,000 | $93,345+67.1% | $119,126+31.0% | $87,485+78.3% |
| Participation rate | 88.2% | 68.7%+19.4pp | 75.8%+12.4pp | 68.9%+19.2pp |
| Annual return | 16.68% | 19.08%-2.4pp | 282.11%-265.4pp | 26.06%-9.4pp |
| Employer contribution / active EE | $13,692 | $3,172+331.7% | $4,034+239.4% | $2,596+427.4% |
| Participant deferral / active EE | $8,137 | $4,099+98.5% | $5,318+53.0% | $4,274+90.4% |
| Admin fee / account holder | $4,636 | $8,039-42.3% | $10,693-56.6% | $7,775-40.4% |