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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 | $165,732 | $112,729+47.0% | $98,716+67.9% | $137,256+20.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 18.98% | 38.48%-19.5pp | 31.81%-12.8pp | 220.34%-201.4pp |
| Employer contribution / active EE | $9,713 | $2,725+256.4% | $2,279+326.3% | $4,156+133.7% |
| Participant deferral / active EE | $7,449 | $4,640+60.5% | $4,048+84.0% | $6,407+16.3% |
| Admin fee / account holder | $2,596 | $10,129-74.4% | $8,703-70.2% | $12,270-78.8% |