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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 | $129,979 | $96,731+34.4% | $123,973+4.8% | $86,983+49.4% |
| Participation rate | 100.0% | 70.0%+30.0pp | 76.7%+23.3pp | 69.5%+30.5pp |
| Annual return | 14.58% | 17.33%-2.7pp | 388.13%-373.5pp | 25.83%-11.3pp |
| Employer contribution / active EE | $7,358 | $3,297+123.2% | $4,126+78.3% | $2,584+184.7% |
| Participant deferral / active EE | $0 | $4,152-100.0% | $5,247-100.0% | $4,194-100.0% |
| Admin fee / account holder | $11,167 | $8,722+28.0% | $11,799-5.4% | $7,856+42.2% |