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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 | $163,287 | $125,797+29.8% | $170,057-4.0% | $75,177+117.2% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 24.13% | 27.20%-3.1pp | 53.42%-29.3pp | 160.75%-136.6pp |
| Employer contribution / active EE | $11,926 | $4,616+158.4% | $6,790+75.6% | $2,671+346.5% |
| Participant deferral / active EE | $0 | $6,838-100.0% | $10,411-100.0% | $4,126-100.0% |
| Admin fee / account holder | $9,215 | $8,177+12.7% | $12,826-28.2% | $5,651+63.1% |