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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 | $166,143 | $78,682+111.2% | $109,188+52.2% | $85,851+93.5% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 15.79% | 25.09%-9.3pp | 25.76%-10.0pp | 318.63%-302.8pp |
| Employer contribution / active EE | $6,185 | $2,734+126.3% | $3,723+66.1% | $2,565+141.1% |
| Participant deferral / active EE | $6,317 | $3,468+82.2% | $4,654+35.7% | $3,952+59.8% |
| Admin fee / account holder | $4,742 | $5,470-13.3% | $6,755-29.8% | $6,261-24.3% |