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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 | $178,365 | $98,760+80.6% | $149,715+19.1% | $79,858+123.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 16.65% | 27.43%-10.8pp | 276.66%-260.0pp | 31.72%-15.1pp |
| Employer contribution / active EE | $6,646 | $3,217+106.6% | $4,645+43.1% | $2,471+169.0% |
| Participant deferral / active EE | $7,194 | $5,681+26.6% | $6,842+5.1% | $3,740+92.3% |
| Admin fee / account holder | $2,090 | $6,053-65.5% | $9,310-77.6% | $5,306-60.6% |