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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 | $130,896 | $91,037+43.8% | $71,671+82.6% | $147,585-11.3% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 21.24% | 20.48%+0.8pp | 20.65%+0.6pp | 578.57%-557.3pp |
| Employer contribution / active EE | $5,549 | $3,327+66.8% | $2,460+125.6% | $4,876+13.8% |
| Participant deferral / active EE | $16,428 | $4,498+265.2% | $3,438+377.8% | $5,439+202.1% |
| Admin fee / account holder | $2,585 | $8,613-70.0% | $5,558-53.5% | $10,885-76.3% |