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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 | $161,518 | $90,486+78.5% | $78,676+105.3% | $273,972-41.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 10.32% | 75.62%-65.3pp | 62.19%-51.9pp | 41.46%-31.1pp |
| Employer contribution / active EE | $6,749 | $3,175+112.6% | $2,850+136.8% | $4,869+38.6% |
| Participant deferral / active EE | $6,749 | $3,901+73.0% | $3,517+91.9% | $5,287+27.6% |
| Admin fee / account holder | $6,356 | $5,263+20.8% | $4,510+40.9% | $10,133-37.3% |