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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 | $165,758 | $106,280+56.0% | $96,538+71.7% | $139,487+18.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 17.62% | 38.48%-20.9pp | 35.74%-18.1pp | 373.84%-356.2pp |
| Employer contribution / active EE | $8,607 | $4,107+109.6% | $3,740+130.1% | $4,755+81.0% |
| Participant deferral / active EE | $6,507 | $5,457+19.2% | $4,880+33.3% | $6,713-3.1% |
| Admin fee / account holder | $4,102 | $7,888-48.0% | $6,737-39.1% | $11,407-64.0% |