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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 | $121,234 | $77,419+56.6% | $69,461+74.5% | $152,885-20.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 16.24% | 39.07%-22.8pp | 28.97%-12.7pp | 345.39%-329.1pp |
| Employer contribution / active EE | $4,620 | $3,315+39.4% | $2,779+66.2% | $4,763-3.0% |
| Participant deferral / active EE | $2,310 | $4,414-47.7% | $3,536-34.7% | $5,851-60.5% |
| Admin fee / account holder | $12,924 | $6,207+108.2% | $3,840+236.6% | $11,598+11.4% |