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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 | $166,422 | $51,638+222.3% | $68,368+143.4% | $82,448+101.9% |
| Participation rate | 100.0% | 63.6%+36.4pp | 73.8%+26.2pp | 68.1%+31.9pp |
| Annual return | 16.09% | 37.53%-21.4pp | 292.57%-276.5pp | 41.64%-25.6pp |
| Employer contribution / active EE | $6,438 | $2,047+214.6% | $2,649+143.0% | $2,551+152.4% |
| Participant deferral / active EE | $10,980 | $2,914+276.9% | $4,123+166.3% | $4,139+165.3% |
| Admin fee / account holder | $5,392 | $4,643+16.1% | $5,150+4.7% | $7,234-25.5% |