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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 | $176,755 | $69,118+155.7% | $53,647+229.5% | $138,895+27.3% |
| Participation rate | 100.0% | 64.0%+36.0pp | 56.3%+43.7pp | 79.9%+20.1pp |
| Annual return | 18.25% | 248.26%-230.0pp | 358.33%-340.1pp | 145.39%-127.1pp |
| Employer contribution / active EE | $2,532 | $1,189+112.9% | $962+163.2% | $4,194-39.6% |
| Participant deferral / active EE | $16,190 | $2,274+611.9% | $1,813+792.9% | $6,396+153.1% |
| Admin fee / account holder | $1,702 | $2,724-37.5% | $2,460-30.8% | $12,562-86.5% |