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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 | $130,830 | $81,643+60.2% | $70,462+85.7% | $158,950-17.7% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 12.58% | 208.51%-195.9pp | 109.08%-96.5pp | 302.91%-290.3pp |
| Employer contribution / active EE | $4,299 | $3,218+33.6% | $2,737+57.1% | $4,762-9.7% |
| Participant deferral / active EE | $2,150 | $4,555-52.8% | $3,710-42.1% | $5,983-64.1% |
| Admin fee / account holder | $2,693 | $6,194-56.5% | $3,845-30.0% | $11,248-76.1% |