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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 | $160,160 | $101,618+57.6% | $93,063+72.1% | $137,256+16.7% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 15.08% | 223.95%-208.9pp | 34.15%-19.1pp | 220.34%-205.3pp |
| Employer contribution / active EE | $15,875 | $2,707+486.4% | $2,476+541.1% | $4,156+282.0% |
| Participant deferral / active EE | $9,716 | $4,279+127.0% | $3,958+145.5% | $6,407+51.6% |
| Admin fee / account holder | $10,023 | $6,198+61.7% | $6,033+66.1% | $12,270-18.3% |