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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 | $165,774 | $95,406+73.8% | $185,849-10.8% | $85,847+93.1% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 17.86% | 23.59%-5.7pp | 122.10%-104.2pp | 318.61%-300.7pp |
| Employer contribution / active EE | $7,744 | $3,314+133.7% | $5,169+49.8% | $2,565+201.9% |
| Participant deferral / active EE | $6,627 | $3,424+93.6% | $5,569+19.0% | $3,952+67.7% |
| Admin fee / account holder | $8,173 | $7,214+13.3% | $16,244-49.7% | $6,261+30.5% |