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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 | $163,563 | $65,696+149.0% | $56,429+189.9% | $147,586+10.8% |
| Participation rate | 100.0% | 85.5%+14.5pp | 80.0%+20.0pp | 82.8%+17.2pp |
| Annual return | 15.64% | 13.32%+2.3pp | 19.04%-3.4pp | 578.59%-563.0pp |
| Employer contribution / active EE | $17,593 | $4,121+326.9% | $3,405+416.7% | $4,876+260.8% |
| Participant deferral / active EE | $10,015 | $4,876+105.4% | $3,951+153.5% | $5,439+84.1% |
| Admin fee / account holder | $1,157 | $5,947-80.5% | $4,466-74.1% | $10,886-89.4% |