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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 | $167,940 | $108,825+54.3% | $156,181+7.5% | $82,448+103.7% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 17.51% | 20.59%-3.1pp | 64.87%-47.4pp | 41.64%-24.1pp |
| Employer contribution / active EE | $8,836 | $2,870+207.9% | $4,294+105.8% | $2,551+246.4% |
| Participant deferral / active EE | $7,335 | $4,577+60.3% | $6,132+19.6% | $4,139+77.2% |
| Admin fee / account holder | $82,287 | $9,341+781.0% | $14,586+464.1% | $7,234+1037.4% |