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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 | $165,314 | $57,541+187.3% | $95,759+72.6% | $75,177+119.9% |
| Participation rate | 100.0% | 62.5%+37.5pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 17.30% | 34.93%-17.6pp | 28.42%-11.1pp | 160.75%-143.4pp |
| Employer contribution / active EE | $8,436 | $1,808+366.7% | $2,836+197.4% | $2,671+215.8% |
| Participant deferral / active EE | $6,955 | $3,074+126.3% | $4,244+63.9% | $4,126+68.6% |
| Admin fee / account holder | $2,862 | $4,099-30.2% | $5,678-49.6% | $5,651-49.4% |