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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 | $168,158 | $91,179+84.4% | $178,499-5.8% | $79,852+110.6% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 16.28% | 24.19%-7.9pp | 151.10%-134.8pp | 31.72%-15.4pp |
| Employer contribution / active EE | $7,756 | $3,256+138.2% | $5,011+54.8% | $2,471+213.8% |
| Participant deferral / active EE | $5,399 | $3,236+66.9% | $5,202+3.8% | $3,740+44.3% |
| Admin fee / account holder | $434 | $6,749-93.6% | $13,986-96.9% | $5,306-91.8% |