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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 | $170,337 | $78,670+116.5% | $109,173+56.0% | $85,847+98.4% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 15.91% | 25.09%-9.2pp | 25.75%-9.8pp | 318.61%-302.7pp |
| Employer contribution / active EE | $11,336 | $2,734+314.6% | $3,723+204.5% | $2,565+341.9% |
| Participant deferral / active EE | $7,882 | $3,467+127.3% | $4,654+69.4% | $3,952+99.4% |
| Admin fee / account holder | $2,744 | $5,469-49.8% | $6,755-59.4% | $6,261-56.2% |