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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 | $137,317 | $124,330+10.4% | $109,173+25.8% | $167,536-18.0% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 14.68% | 26.04%-11.4pp | 25.75%-11.1pp | 478.82%-464.1pp |
| Employer contribution / active EE | $7,618 | $4,209+81.0% | $3,723+104.6% | $4,839+57.4% |
| Participant deferral / active EE | $1,709 | $5,256-67.5% | $4,654-63.3% | $6,342-73.0% |
| Admin fee / account holder | $29,592 | $7,974+271.1% | $6,755+338.1% | $12,315+140.3% |