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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 | $121,074 | $72,071+68.0% | $68,368+77.1% | $137,256-11.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 14.09% | 353.14%-339.1pp | 292.57%-278.5pp | 220.34%-206.3pp |
| Employer contribution / active EE | $1,837 | $2,788-34.1% | $2,649-30.7% | $4,156-55.8% |
| Participant deferral / active EE | $7,490 | $4,410+69.8% | $4,123+81.7% | $6,407+16.9% |
| Admin fee / account holder | $6,861 | $5,336+28.6% | $5,150+33.2% | $12,270-44.1% |