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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 | $163,072 | $108,922+49.7% | $100,398+62.4% | $145,978+11.7% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 16.55% | 58.04%-41.5pp | 49.32%-32.8pp | 550.52%-534.0pp |
| Employer contribution / active EE | $10,704 | $4,426+141.9% | $3,946+171.3% | $4,662+129.6% |
| Participant deferral / active EE | $12,098 | $8,450+43.2% | $8,084+49.7% | $6,690+80.8% |
| Admin fee / account holder | $1,565 | $9,680-83.8% | $7,893-80.2% | $13,400-88.3% |