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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 | $147,467 | $124,330+18.6% | $109,173+35.1% | $167,536-12.0% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 10.19% | 26.04%-15.9pp | 25.75%-15.6pp | 478.82%-468.6pp |
| Employer contribution / active EE | $9,105 | $4,209+116.3% | $3,723+144.6% | $4,839+88.2% |
| Participant deferral / active EE | $7,451 | $5,256+41.7% | $4,654+60.1% | $6,342+17.5% |
| Admin fee / account holder | $2,490 | $7,974-68.8% | $6,755-63.1% | $12,315-79.8% |