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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 | $160,184 | $77,908+105.6% | $149,696+7.0% | $75,173+113.1% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 14.47% | 31.73%-17.3pp | 134.46%-120.0pp | 160.72%-146.2pp |
| Employer contribution / active EE | $5,876 | $3,138+87.3% | $4,821+21.9% | $2,671+120.0% |
| Participant deferral / active EE | $5,006 | $3,411+46.7% | $5,682-11.9% | $4,126+21.3% |
| Admin fee / account holder | $2,592 | $5,950-56.4% | $13,212-80.4% | $5,651-54.1% |