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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 | $167,312 | $99,875+67.5% | $146,866+13.9% | $86,983+92.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 18.34% | 28.10%-9.8pp | 102.85%-84.5pp | 25.83%-7.5pp |
| Employer contribution / active EE | $13,790 | $3,224+327.7% | $4,425+211.7% | $2,584+433.6% |
| Participant deferral / active EE | $13,084 | $6,322+106.9% | $7,759+68.6% | $4,194+212.0% |
| Admin fee / account holder | $908 | $7,838-88.4% | $13,620-93.3% | $7,856-88.4% |