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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 | $165,851 | $79,449+108.8% | $189,597-12.5% | $85,851+93.2% |
| Participation rate | 100.0% | 66.0%+34.0pp | 78.4%+21.6pp | 69.3%+30.7pp |
| Annual return | 15.88% | 18.45%-2.6pp | 64.20%-48.3pp | 318.63%-302.8pp |
| Employer contribution / active EE | $6,076 | $2,081+192.0% | $4,412+37.7% | $2,565+136.8% |
| Participant deferral / active EE | $6,188 | $4,051+52.7% | $6,174+0.2% | $3,952+56.6% |
| Admin fee / account holder | $1,969 | $5,377-63.4% | $9,807-79.9% | $6,261-68.6% |