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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 | $168,297 | $93,064+80.8% | $74,577+125.7% | $273,972-38.6% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 6.57% | 26.18%-19.6pp | 20.47%-13.9pp | 41.46%-34.9pp |
| Employer contribution / active EE | $17,646 | $3,160+458.4% | $2,525+598.8% | $4,869+262.4% |
| Participant deferral / active EE | $10,500 | $4,160+152.4% | $3,458+203.6% | $5,287+98.6% |
| Admin fee / account holder | $1,013 | $5,273-80.8% | $4,138-75.5% | $10,133-90.0% |