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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 | $177,470 | $78,670+125.6% | $109,173+62.6% | $85,847+106.7% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 13.68% | 25.09%-11.4pp | 25.75%-12.1pp | 318.61%-304.9pp |
| Employer contribution / active EE | $3,454 | $2,734+26.3% | $3,723-7.2% | $2,565+34.6% |
| Participant deferral / active EE | $7,914 | $3,467+128.2% | $4,654+70.1% | $3,952+100.2% |
| Admin fee / account holder | $1,835 | $5,469-66.5% | $6,755-72.8% | $6,261-70.7% |