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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 | $174,467 | $93,598+86.4% | $135,974+28.3% | $75,173+132.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 15.64% | 30.89%-15.2pp | 68.30%-52.7pp | 160.72%-145.1pp |
| Employer contribution / active EE | $15,062 | $3,538+325.7% | $4,859+210.0% | $2,671+463.9% |
| Participant deferral / active EE | $0 | $6,405-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $4,919 | $6,978-29.5% | $10,767-54.3% | $5,651-12.9% |