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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 | $167,668 | $79,449+111.0% | $189,597-11.6% | $85,851+95.3% |
| Participation rate | 100.0% | 66.0%+34.0pp | 78.4%+21.6pp | 69.3%+30.7pp |
| Annual return | 17.64% | 18.45%-0.8pp | 64.20%-46.6pp | 318.63%-301.0pp |
| Employer contribution / active EE | $5,474 | $2,081+163.1% | $4,412+24.1% | $2,565+113.4% |
| Participant deferral / active EE | $6,884 | $4,051+69.9% | $6,174+11.5% | $3,952+74.2% |
| Admin fee / account holder | $1,271 | $5,377-76.4% | $9,807-87.0% | $6,261-79.7% |