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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 | $163,166 | $107,421+51.9% | $182,262-10.5% | $94,015+73.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 84.2%+15.8pp | 70.8%+29.2pp |
| Annual return | 25.99% | 21.32%+4.7pp | 140.60%-114.6pp | 17.84%+8.1pp |
| Employer contribution / active EE | $7,218 | $3,448+109.4% | $5,046+43.1% | $2,790+158.7% |
| Participant deferral / active EE | $16,445 | $6,558+150.8% | $8,276+98.7% | $4,249+287.0% |
| Admin fee / account holder | $8,494 | $8,692-2.3% | $16,712-49.2% | $8,951-5.1% |