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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 | $163,221 | $80,983+101.6% | $96,544+69.1% | $75,177+117.1% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 18.32% | 27.05%-8.7pp | 25.88%-7.6pp | 160.75%-142.4pp |
| Employer contribution / active EE | $8,180 | $2,282+258.4% | $2,966+175.8% | $2,671+206.3% |
| Participant deferral / active EE | $12,958 | $3,929+229.8% | $4,851+167.1% | $4,126+214.0% |
| Admin fee / account holder | $4,383 | $6,717-34.7% | $8,254-46.9% | $5,651-22.4% |