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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 | $126,429 | $86,288+46.5% | $111,306+13.6% | $85,851+47.3% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 19.62% | 19.99%-0.4pp | 54.67%-35.0pp | 318.63%-299.0pp |
| Employer contribution / active EE | $2,190 | $2,044+7.2% | $2,732-19.8% | $2,565-14.6% |
| Participant deferral / active EE | $4,394 | $3,641+20.7% | $4,488-2.1% | $3,952+11.2% |
| Admin fee / account holder | $4,175 | $8,189-49.0% | $7,966-47.6% | $6,261-33.3% |