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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 | $130,541 | $172,111-24.2% | $150,298-13.1% | $137,256-4.9% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 13.80% | 69.37%-55.6pp | 62.79%-49.0pp | 220.34%-206.5pp |
| Employer contribution / active EE | $7,233 | $4,636+56.0% | $4,154+74.1% | $4,156+74.0% |
| Participant deferral / active EE | $7,663 | $6,166+24.3% | $5,453+40.5% | $6,407+19.6% |
| Admin fee / account holder | $48,840 | $16,471+196.5% | $14,116+246.0% | $12,270+298.0% |