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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 | $160,605 | $93,598+71.6% | $135,974+18.1% | $75,173+113.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 16.79% | 30.89%-14.1pp | 68.30%-51.5pp | 160.72%-143.9pp |
| Employer contribution / active EE | $6,877 | $3,538+94.4% | $4,859+41.5% | $2,671+157.5% |
| Participant deferral / active EE | $3,887 | $6,405-39.3% | $7,760-49.9% | $4,126-5.8% |
| Admin fee / account holder | $1,899 | $6,978-72.8% | $10,767-82.4% | $5,651-66.4% |