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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 | $174,822 | $78,690+122.2% | $161,489+8.3% | $87,485+99.8% |
| Participation rate | 100.0% | 67.5%+32.5pp | 78.7%+21.3pp | 68.9%+31.1pp |
| Annual return | 17.04% | 32.74%-15.7pp | 89.72%-72.7pp | 26.06%-9.0pp |
| Employer contribution / active EE | $7,709 | $2,588+197.8% | $4,268+80.6% | $2,596+196.9% |
| Participant deferral / active EE | $6,167 | $3,311+86.3% | $5,630+9.5% | $4,274+44.3% |
| Admin fee / account holder | $5,173 | $6,724-23.1% | $16,006-67.7% | $7,775-33.5% |