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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 | $129,333 | $77,449+67.0% | $69,483+86.1% | $152,909-15.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 15.04% | 39.09%-24.1pp | 28.99%-13.9pp | 345.46%-330.4pp |
| Employer contribution / active EE | $3,433 | $3,316+3.5% | $2,780+23.5% | $4,764-27.9% |
| Participant deferral / active EE | $904 | $4,415-79.5% | $3,537-74.4% | $5,851-84.5% |
| Admin fee / account holder | $2,158 | $6,210-65.3% | $3,841-43.8% | $11,601-81.4% |