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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 | $165,181 | $48,078+243.6% | $78,676+110.0% | $62,881+162.7% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 7.92% | 31.36%-23.4pp | 62.19%-54.3pp | 20.14%-12.2pp |
| Employer contribution / active EE | $5,697 | $2,015+182.8% | $2,850+99.9% | $2,281+149.8% |
| Participant deferral / active EE | $12,208 | $2,587+371.9% | $3,517+247.1% | $3,203+281.1% |
| Admin fee / account holder | $637 | $3,206-80.1% | $4,510-85.9% | $4,296-85.2% |