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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 | $166,145 | $201,372-17.5% | $184,260-9.8% | $145,884+13.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 21.44% | 29.04%-7.6pp | 28.84%-7.4pp | 551.85%-530.4pp |
| Employer contribution / active EE | $11,324 | $7,024+61.2% | $6,427+76.2% | $4,662+142.9% |
| Participant deferral / active EE | $0 | $9,808-100.0% | $9,133-100.0% | $6,690-100.0% |
| Admin fee / account holder | $83,713 | $16,362+411.6% | $13,898+502.3% | $13,392+525.1% |