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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 | $77,814+119.4% | $158,223+7.9% | $86,983+96.3% |
| Participation rate | 100.0% | 68.4%+31.6pp | 79.2%+20.8pp | 69.5%+30.5pp |
| Annual return | 16.64% | 30.54%-13.9pp | 52.09%-35.4pp | 25.83%-9.2pp |
| Employer contribution / active EE | $10,264 | $2,592+296.0% | $4,109+149.8% | $2,584+297.2% |
| Participant deferral / active EE | $6,844 | $3,270+109.3% | $5,467+25.2% | $4,194+63.2% |
| Admin fee / account holder | $4,322 | $5,879-26.5% | $16,047-73.1% | $7,856-45.0% |