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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 | $108,209 | $100,033+8.2% | $149,716-27.7% | $70,124+54.3% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 13.76% | 27.43%-13.7pp | 1501.67%-1487.9pp | 73.14%-59.4pp |
| Employer contribution / active EE | $3,347 | $3,661-8.6% | $5,444-38.5% | $2,342+42.9% |
| Participant deferral / active EE | $3,192 | $4,982-35.9% | $6,568-51.4% | $3,332-4.2% |
| Admin fee / account holder | $12,006 | $8,285+44.9% | $11,282+6.4% | $4,645+158.5% |