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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 | $81,664+60.2% | $70,476+85.6% | $158,966-17.7% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 12.58% | 208.59%-196.0pp | 109.12%-96.5pp | 302.95%-290.4pp |
| Employer contribution / active EE | $4,299 | $3,219+33.6% | $2,738+57.0% | $4,762-9.7% |
| Participant deferral / active EE | $2,150 | $4,556-52.8% | $3,710-42.1% | $5,983-64.1% |
| Admin fee / account holder | $2,693 | $6,197-56.5% | $3,847-30.0% | $11,250-76.1% |