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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 | $124,703 | $63,354+96.8% | $94,105+32.5% | $82,637+50.9% |
| Participation rate | 100.0% | 63.8%+36.2pp | 71.9%+28.1pp | 68.1%+31.9pp |
| Annual return | 17.19% | 34.36%-17.2pp | 204.55%-187.4pp | 53.51%-36.3pp |
| Employer contribution / active EE | $3,103 | $1,760+76.3% | $2,504+23.9% | $2,552+21.6% |
| Participant deferral / active EE | $10,350 | $2,873+260.2% | $3,881+166.7% | $4,126+150.8% |
| Admin fee / account holder | $754 | $5,073-85.1% | $6,199-87.8% | $7,339-89.7% |