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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 | $159,774 | $93,598+70.7% | $135,974+17.5% | $75,173+112.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 17.67% | 30.89%-13.2pp | 68.30%-50.6pp | 160.72%-143.0pp |
| Employer contribution / active EE | $7,716 | $3,538+118.1% | $4,859+58.8% | $2,671+188.9% |
| Participant deferral / active EE | $8,466 | $6,405+32.2% | $7,760+9.1% | $4,126+105.2% |
| Admin fee / account holder | $6,734 | $6,978-3.5% | $10,767-37.5% | $5,651+19.2% |