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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 | $163,474 | $81,233+101.2% | $155,567+5.1% | $80,874+102.1% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 14.84% | 33.33%-18.5pp | 64.74%-49.9pp | 35.62%-20.8pp |
| Employer contribution / active EE | $16,101 | $3,101+419.3% | $4,674+244.5% | $2,756+484.3% |
| Participant deferral / active EE | $25,704 | $3,452+644.6% | $5,628+356.7% | $4,297+498.2% |
| Admin fee / account holder | $7,362 | $7,998-7.9% | $15,916-53.7% | $6,935+6.2% |