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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 | $139,318 | $113,338+22.9% | $94,993+46.7% | $147,586-5.6% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 15.05% | 20.80%-5.7pp | 27.14%-12.1pp | 578.59%-563.5pp |
| Employer contribution / active EE | $4,244 | $3,160+34.3% | $2,603+63.0% | $4,876-13.0% |
| Participant deferral / active EE | $3,357 | $3,777-11.1% | $3,317+1.2% | $5,439-38.3% |
| Admin fee / account holder | $1,308 | $6,063-78.4% | $4,960-73.6% | $10,886-88.0% |