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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 | $162,250 | $65,364+148.2% | $92,909+74.6% | $72,975+122.3% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 23.85% | 42.11%-18.3pp | 109.44%-85.6pp | 81.01%-57.2pp |
| Employer contribution / active EE | $16,433 | $2,594+533.4% | $3,653+349.8% | $2,440+573.5% |
| Participant deferral / active EE | $2,455 | $3,128-21.5% | $4,238-42.1% | $3,608-32.0% |
| Admin fee / account holder | $4,080 | $4,251-4.0% | $5,795-29.6% | $5,124-20.4% |