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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 | $164,589 | $77,920+111.2% | $149,723+9.9% | $75,177+118.9% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 15.05% | 31.72%-16.7pp | 134.50%-119.4pp | 160.75%-145.7pp |
| Employer contribution / active EE | $6,320 | $3,138+101.4% | $4,821+31.1% | $2,671+136.6% |
| Participant deferral / active EE | $6,381 | $3,411+87.0% | $5,682+12.3% | $4,126+54.6% |
| Admin fee / account holder | $11,899 | $5,951+100.0% | $13,215-10.0% | $5,651+110.6% |