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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 | $161,304 | $88,672+81.9% | $105,223+53.3% | $82,448+95.6% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 14.80% | 30.86%-16.1pp | 180.65%-165.8pp | 41.64%-26.8pp |
| Employer contribution / active EE | $8,580 | $3,048+181.5% | $3,689+132.6% | $2,551+236.3% |
| Participant deferral / active EE | $5,709 | $4,036+41.4% | $5,072+12.6% | $4,139+37.9% |
| Admin fee / account holder | $1,844 | $7,146-74.2% | $8,859-79.2% | $7,234-74.5% |