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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 | $161,554 | $77,901+107.4% | $149,717+7.9% | $75,181+114.9% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 18.03% | 31.73%-13.7pp | 134.41%-116.4pp | 160.69%-142.7pp |
| Employer contribution / active EE | $9,214 | $3,137+193.7% | $4,820+91.2% | $2,671+245.0% |
| Participant deferral / active EE | $5,301 | $3,411+55.4% | $5,682-6.7% | $4,126+28.5% |
| Admin fee / account holder | $596 | $5,949-90.0% | $13,213-95.5% | $5,650-89.5% |