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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 | $170,000 | $106,247+60.0% | $96,515+76.1% | $139,466+21.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 16.96% | 38.47%-21.5pp | 35.73%-18.8pp | 373.66%-356.7pp |
| Employer contribution / active EE | $12,856 | $4,106+213.1% | $3,740+243.8% | $4,754+170.4% |
| Participant deferral / active EE | $9,017 | $5,456+65.3% | $4,880+84.8% | $6,712+34.3% |
| Admin fee / account holder | $6,543 | $7,885-17.0% | $6,735-2.9% | $11,409-42.6% |