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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 | $163,311 | $125,797+29.8% | $170,043-4.0% | $75,173+117.2% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 23.31% | 27.20%-3.9pp | 53.40%-30.1pp | 160.72%-137.4pp |
| Employer contribution / active EE | $26,383 | $4,616+471.5% | $6,790+288.6% | $2,671+887.8% |
| Participant deferral / active EE | $17,592 | $6,838+157.3% | $10,410+69.0% | $4,126+326.3% |
| Admin fee / account holder | $6,066 | $8,177-25.8% | $12,824-52.7% | $5,651+7.4% |