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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 | $175,143 | $93,598+87.1% | $135,974+28.8% | $75,173+133.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 17.49% | 30.89%-13.4pp | 68.30%-50.8pp | 160.72%-143.2pp |
| Employer contribution / active EE | $8,364 | $3,538+136.4% | $4,859+72.1% | $2,671+213.2% |
| Participant deferral / active EE | $8,381 | $6,405+30.8% | $7,760+8.0% | $4,126+103.1% |
| Admin fee / account holder | $2,244 | $6,978-67.8% | $10,767-79.2% | $5,651-60.3% |