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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 | $150,744 | $91,179+65.3% | $178,499-15.5% | $79,852+88.8% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 14.40% | 24.19%-9.8pp | 151.10%-136.7pp | 31.72%-17.3pp |
| Employer contribution / active EE | $9,705 | $3,256+198.1% | $5,011+93.7% | $2,471+292.7% |
| Participant deferral / active EE | $5,952 | $3,236+83.9% | $5,202+14.4% | $3,740+59.1% |
| Admin fee / account holder | $6,230 | $6,749-7.7% | $13,986-55.5% | $5,306+17.4% |