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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 | $138,590 | $58,311+137.7% | $81,882+69.3% | $80,959+71.2% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 15.51% | 41.85%-26.3pp | 779.47%-764.0pp | 35.67%-20.2pp |
| Employer contribution / active EE | $3,450 | $2,347+47.0% | $2,916+18.3% | $2,757+25.1% |
| Participant deferral / active EE | $6,306 | $3,287+91.8% | $4,323+45.9% | $4,300+46.6% |
| Admin fee / account holder | $4,648 | $4,752-2.2% | $7,360-36.8% | $6,925-32.9% |