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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 | $170,067 | $817,678-79.2% | $392,568-56.7% | $152,909+11.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.1%+21.9pp | 82.5%+17.5pp |
| Annual return | 26.42% | 22.84%+3.6pp | 24.42%+2.0pp | 345.46%-319.0pp |
| Employer contribution / active EE | $16,146 | $5,502+193.4% | $3,783+326.8% | $4,764+238.9% |
| Participant deferral / active EE | $22,750 | $8,398+170.9% | $5,985+280.1% | $5,851+288.8% |
| Admin fee / account holder | $5,391 | $12,095-55.4% | $6,260-13.9% | $11,601-53.5% |