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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 | $167,904 | $73,988+126.9% | $96,538+73.9% | $75,177+123.3% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 18.88% | 26.73%-7.8pp | 35.74%-16.9pp | 160.75%-141.9pp |
| Employer contribution / active EE | $8,352 | $2,930+185.0% | $3,740+123.3% | $2,671+212.7% |
| Participant deferral / active EE | $10,032 | $3,660+174.1% | $4,880+105.6% | $4,126+143.1% |
| Admin fee / account holder | $4,770 | $5,220-8.6% | $6,737-29.2% | $5,651-15.6% |