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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 | $111,962 | $69,248+61.7% | $64,101+74.7% | $139,466-19.7% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 23.24% | 45.95%-22.7pp | 33.72%-10.5pp | 373.66%-350.4pp |
| Employer contribution / active EE | $3,791 | $3,185+19.0% | $2,749+37.9% | $4,754-20.3% |
| Participant deferral / active EE | $5,442 | $4,682+16.2% | $3,881+40.2% | $6,712-18.9% |
| Admin fee / account holder | $344 | $4,247-91.9% | $3,070-88.8% | $11,409-97.0% |