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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 | $119,656 | $81,208+47.3% | $98,920+21.0% | $79,852+49.8% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 21.51% | 60.99%-39.5pp | 196.47%-175.0pp | 31.72%-10.2pp |
| Employer contribution / active EE | $6,180 | $1,960+215.3% | $2,689+129.8% | $2,471+150.1% |
| Participant deferral / active EE | $4,947 | $3,265+51.5% | $4,245+16.5% | $3,740+32.3% |
| Admin fee / account holder | $451 | $6,013-92.5% | $6,643-93.2% | $5,306-91.5% |