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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 | $170,747 | $86,050+98.4% | $189,758-10.0% | $94,015+81.6% |
| Participation rate | 100.0% | 68.9%+31.1pp | 79.8%+20.2pp | 70.8%+29.2pp |
| Annual return | 16.64% | 17.77%-1.1pp | 52.62%-36.0pp | 17.84%-1.2pp |
| Employer contribution / active EE | $10,264 | $2,819+264.1% | $4,767+115.3% | $2,790+267.9% |
| Participant deferral / active EE | $6,844 | $3,349+104.4% | $5,856+16.9% | $4,249+61.1% |
| Admin fee / account holder | $4,322 | $6,627-34.8% | $20,388-78.8% | $8,951-51.7% |