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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 | $165,343 | $51,202+222.9% | $70,548+134.4% | $75,181+119.9% |
| Participation rate | 100.0% | 61.0%+39.0pp | 68.3%+31.7pp | 67.2%+32.8pp |
| Annual return | 17.56% | 30.05%-12.5pp | 32.78%-15.2pp | 160.69%-143.1pp |
| Employer contribution / active EE | $6,975 | $1,827+281.8% | $2,975+134.5% | $2,671+161.2% |
| Participant deferral / active EE | $8,157 | $2,850+186.2% | $4,567+78.6% | $4,126+97.7% |
| Admin fee / account holder | $15,942 | $4,094+289.4% | $6,424+148.2% | $5,650+182.2% |