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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 | $167,011 | $91,559+82.4% | $133,971+24.7% | $79,852+109.2% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 29.12% | 61.85%-32.7pp | 45.09%-16.0pp | 31.72%-2.6pp |
| Employer contribution / active EE | $15,465 | $2,384+548.7% | $3,919+294.6% | $2,471+525.8% |
| Participant deferral / active EE | $11,697 | $3,734+213.3% | $5,047+131.8% | $3,740+212.7% |
| Admin fee / account holder | $5,483 | $6,321-13.3% | $8,929-38.6% | $5,306+3.3% |