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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 | $158,907 | $90,486+75.6% | $78,676+102.0% | $273,972-42.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 6.10% | 75.62%-69.5pp | 62.19%-56.1pp | 41.46%-35.4pp |
| Employer contribution / active EE | $12,164 | $3,175+283.1% | $2,850+326.8% | $4,869+149.8% |
| Participant deferral / active EE | $5,535 | $3,901+41.9% | $3,517+57.4% | $5,287+4.7% |
| Admin fee / account holder | $9,277 | $5,263+76.3% | $4,510+105.7% | $10,133-8.4% |