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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 | $157,118 | $83,485+88.2% | $125,195+25.5% | $72,976+115.3% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 18.31% | 25.77%-7.5pp | 43.79%-25.5pp | 81.02%-62.7pp |
| Employer contribution / active EE | $10,881 | $2,346+363.9% | $3,866+181.4% | $2,440+345.9% |
| Participant deferral / active EE | $4,684 | $3,586+30.6% | $4,937-5.1% | $3,608+29.8% |
| Admin fee / account holder | $1,044 | $5,518-81.1% | $9,704-89.2% | $5,124-79.6% |