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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 | $162,621 | $135,956+19.6% | $123,894+31.3% | $273,972-40.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 8.36% | 56.63%-48.3pp | 47.52%-39.2pp | 41.46%-33.1pp |
| Employer contribution / active EE | $15,944 | $5,170+208.4% | $4,617+245.3% | $4,869+227.5% |
| Participant deferral / active EE | $17,962 | $6,343+183.2% | $5,984+200.2% | $5,287+239.7% |
| Admin fee / account holder | $2,598 | $9,817-73.5% | $8,357-68.9% | $10,133-74.4% |