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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 | $159,163 | $58,099+174.0% | $76,872+107.0% | $75,173+111.7% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.6%+30.4pp | 67.2%+32.8pp |
| Annual return | 17.24% | 26.71%-9.5pp | 37.90%-20.7pp | 160.72%-143.5pp |
| Employer contribution / active EE | $6,173 | $1,996+209.3% | $2,533+143.7% | $2,671+131.1% |
| Participant deferral / active EE | $3,670 | $2,999+22.4% | $3,832-4.2% | $4,126-11.0% |
| Admin fee / account holder | $8,908 | $4,778+86.5% | $5,476+62.7% | $5,651+57.7% |