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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 | $168,279 | $83,337+101.9% | $67,834+148.1% | $273,972-38.6% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 8.29% | 259.45%-251.2pp | 138.47%-130.2pp | 41.46%-33.2pp |
| Employer contribution / active EE | $8,325 | $3,287+153.3% | $2,403+246.4% | $4,869+71.0% |
| Participant deferral / active EE | $9,600 | $4,088+134.8% | $3,160+203.8% | $5,287+81.6% |
| Admin fee / account holder | $1,833 | $6,752-72.9% | $4,622-60.4% | $10,133-81.9% |