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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 | $141,455 | $110,303+28.2% | $95,759+47.7% | $139,487+1.4% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 14.03% | 27.19%-13.2pp | 28.42%-14.4pp | 373.84%-359.8pp |
| Employer contribution / active EE | $8,405 | $3,261+157.8% | $2,836+196.3% | $4,755+76.8% |
| Participant deferral / active EE | $7,208 | $4,674+54.2% | $4,244+69.9% | $6,713+7.4% |
| Admin fee / account holder | $871 | $6,615-86.8% | $5,678-84.7% | $11,407-92.4% |