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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 | $129,417 | $100,901+28.3% | $75,501+71.4% | $147,586-12.3% |
| Participation rate | 100.0% | 77.1%+22.9pp | 72.4%+27.6pp | 82.8%+17.2pp |
| Annual return | 16.25% | 35.78%-19.5pp | 27.35%-11.1pp | 578.59%-562.3pp |
| Employer contribution / active EE | $2,554 | $3,253-21.5% | $2,352+8.6% | $4,876-47.6% |
| Participant deferral / active EE | $6,146 | $4,027+52.6% | $3,142+95.6% | $5,439+13.0% |
| Admin fee / account holder | $2,640 | $11,285-76.6% | $5,801-54.5% | $10,886-75.7% |