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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 | $165,372 | $96,965+70.5% | $97,995+68.8% | $147,586+12.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 82.4%+17.6pp | 82.8%+17.2pp |
| Annual return | 15.41% | 24.11%-8.7pp | 23.94%-8.5pp | 578.59%-563.2pp |
| Employer contribution / active EE | $3,451 | $4,536-23.9% | $4,158-17.0% | $4,876-29.2% |
| Participant deferral / active EE | $2,360 | $5,081-53.6% | $5,097-53.7% | $5,439-56.6% |
| Admin fee / account holder | $2,011 | $8,120-75.2% | $5,943-66.2% | $10,886-81.5% |