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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 | $157,169 | $100,938+55.7% | $90,461+73.7% | $158,982-1.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 6.24% | 1727.20%-1721.0pp | 1294.76%-1288.5pp | 302.99%-296.8pp |
| Employer contribution / active EE | $3,231 | $3,691-12.5% | $3,264-1.0% | $4,763-32.2% |
| Participant deferral / active EE | $6,461 | $4,350+48.5% | $3,964+63.0% | $5,983+8.0% |
| Admin fee / account holder | $917 | $6,510-85.9% | $5,617-83.7% | $11,252-91.9% |