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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 | $126,445 | $86,298+46.5% | $111,308+13.6% | $85,847+47.3% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 13.41% | 19.99%-6.6pp | 54.67%-41.3pp | 318.61%-305.2pp |
| Employer contribution / active EE | $3,187 | $2,044+55.9% | $2,732+16.7% | $2,565+24.2% |
| Participant deferral / active EE | $4,189 | $3,641+15.0% | $4,487-6.7% | $3,952+6.0% |
| Admin fee / account holder | $13,726 | $8,189+67.6% | $7,965+72.3% | $6,261+119.2% |