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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 | $167,307 | $197,625-15.3% | $177,840-5.9% | $158,966+5.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 11.65% | 58.76%-47.1pp | 48.32%-36.7pp | 302.95%-291.3pp |
| Employer contribution / active EE | $16,667 | $6,698+148.8% | $5,919+181.6% | $4,762+250.0% |
| Participant deferral / active EE | $12,269 | $8,405+46.0% | $7,714+59.1% | $5,983+105.1% |
| Admin fee / account holder | $5,230 | $15,405-66.1% | $12,431-57.9% | $11,250-53.5% |