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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 | $162,001 | $73,978+119.0% | $96,515+67.9% | $75,173+115.5% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 17.17% | 26.72%-9.6pp | 35.73%-18.6pp | 160.72%-143.5pp |
| Employer contribution / active EE | $6,044 | $2,931+106.2% | $3,740+61.6% | $2,671+126.3% |
| Participant deferral / active EE | $6,216 | $3,660+69.8% | $4,880+27.4% | $4,126+50.6% |
| Admin fee / account holder | $699 | $5,219-86.6% | $6,735-89.6% | $5,651-87.6% |