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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 | $172,852 | $132,634+30.3% | $115,768+49.3% | $137,256+25.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 22.37% | 160.70%-138.3pp | 100.46%-78.1pp | 220.34%-198.0pp |
| Employer contribution / active EE | $4,749 | $3,360+41.4% | $2,940+61.5% | $4,156+14.3% |
| Participant deferral / active EE | $5,374 | $5,619-4.4% | $4,917+9.3% | $6,407-16.1% |
| Admin fee / account holder | $881 | $15,028-94.1% | $12,439-92.9% | $12,270-92.8% |