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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 | $102,364 | $77,908+31.4% | $149,696-31.6% | $75,173+36.2% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 17.45% | 31.73%-14.3pp | 134.46%-117.0pp | 160.72%-143.3pp |
| Employer contribution / active EE | $6,159 | $3,138+96.3% | $4,821+27.8% | $2,671+130.6% |
| Participant deferral / active EE | $5,680 | $3,411+66.5% | $5,6820% | $4,126+37.7% |
| Admin fee / account holder | $8,583 | $5,950+44.3% | $13,212-35.0% | $5,651+51.9% |