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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 | $168,886 | $84,236+100.5% | $170,435-0.9% | $70,126+140.8% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 13.33% | 23.06%-9.7pp | 205.94%-192.6pp | 73.15%-59.8pp |
| Employer contribution / active EE | $7,797 | $3,387+130.2% | $5,432+43.5% | $2,343+232.8% |
| Participant deferral / active EE | $5,393 | $3,086+74.8% | $4,939+9.2% | $3,332+61.9% |
| Admin fee / account holder | $16,468 | $5,698+189.0% | $13,881+18.6% | $4,645+254.5% |