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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 | $120,348 | $106,267+13.3% | $96,520+24.7% | $139,456-13.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 19.82% | 38.45%-18.6pp | 35.72%-15.9pp | 373.45%-353.6pp |
| Employer contribution / active EE | $2,162 | $4,105-47.3% | $3,739-42.2% | $4,753-54.5% |
| Participant deferral / active EE | $8,678 | $5,454+59.1% | $4,879+77.9% | $6,711+29.3% |
| Admin fee / account holder | $935 | $7,882-88.1% | $6,733-86.1% | $11,407-91.8% |