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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 | $164,495 | $70,366+133.8% | $66,674+146.7% | $138,895+18.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 17.49% | 386.41%-368.9pp | 321.24%-303.8pp | 145.39%-127.9pp |
| Employer contribution / active EE | $1,555 | $2,765-43.8% | $2,620-40.7% | $4,194-62.9% |
| Participant deferral / active EE | $15,600 | $4,374+256.6% | $4,084+282.0% | $6,396+143.9% |
| Admin fee / account holder | $1,576 | $5,262-70.1% | $5,098-69.1% | $12,562-87.5% |