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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 | $81,358+100.9% | $155,556+5.1% | $80,959+101.9% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 14.84% | 33.39%-18.5pp | 64.84%-50.0pp | 35.67%-20.8pp |
| Employer contribution / active EE | $16,101 | $3,106+418.3% | $4,675+244.4% | $2,757+484.0% |
| Participant deferral / active EE | $25,704 | $3,455+643.9% | $5,631+356.5% | $4,300+497.7% |
| Admin fee / account holder | $7,362 | $7,994-7.9% | $15,885-53.7% | $6,925+6.3% |