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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 | $172,297 | $112,729+52.8% | $98,716+74.5% | $137,256+25.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 14.21% | 38.48%-24.3pp | 31.81%-17.6pp | 220.34%-206.1pp |
| Employer contribution / active EE | $16,100 | $2,725+490.8% | $2,279+606.6% | $4,156+287.4% |
| Participant deferral / active EE | $14,878 | $4,640+220.6% | $4,048+267.6% | $6,407+132.2% |
| Admin fee / account holder | $2,143 | $10,129-78.8% | $8,703-75.4% | $12,270-82.5% |