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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 | $164,280 | $107,421+52.9% | $182,262-9.9% | $94,015+74.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 84.2%+15.8pp | 70.8%+29.2pp |
| Annual return | 16.95% | 21.32%-4.4pp | 140.60%-123.6pp | 17.84%-0.9pp |
| Employer contribution / active EE | $8,268 | $3,448+139.8% | $5,046+63.9% | $2,790+196.4% |
| Participant deferral / active EE | $10,362 | $6,558+58.0% | $8,276+25.2% | $4,249+143.8% |
| Admin fee / account holder | $7,356 | $8,692-15.4% | $16,712-56.0% | $8,951-17.8% |