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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 | $116,547 | $77,419+50.5% | $69,461+67.8% | $152,885-23.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 16.36% | 39.07%-22.7pp | 28.97%-12.6pp | 345.39%-329.0pp |
| Employer contribution / active EE | $3,037 | $3,315-8.4% | $2,779+9.3% | $4,763-36.2% |
| Participant deferral / active EE | $8,636 | $4,414+95.7% | $3,536+144.2% | $5,851+47.6% |
| Admin fee / account holder | $1,005 | $6,207-83.8% | $3,840-73.8% | $11,598-91.3% |