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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 | $78,370 | $91,198-14.1% | $178,503-56.1% | $79,856-1.9% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 16.31% | 24.20%-7.9pp | 151.12%-134.8pp | 31.71%-15.4pp |
| Employer contribution / active EE | $8,441 | $3,257+159.2% | $5,011+68.5% | $2,471+241.6% |
| Participant deferral / active EE | $5,648 | $3,237+74.5% | $5,202+8.6% | $3,741+51.0% |
| Admin fee / account holder | $3,191 | $6,748-52.7% | $13,987-77.2% | $5,306-39.9% |