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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 | $184,316 | $121,701+51.4% | $104,639+76.1% | $158,982+15.9% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 14.83% | 465.72%-450.9pp | 340.67%-325.8pp | 302.99%-288.2pp |
| Employer contribution / active EE | $1,494 | $3,165-52.8% | $2,682-44.3% | $4,763-68.6% |
| Participant deferral / active EE | $2,762 | $4,176-33.9% | $3,738-26.1% | $5,983-53.8% |
| Admin fee / account holder | $1,705 | $7,778-78.1% | $6,465-73.6% | $11,252-84.8% |