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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 | $130,343 | $93,345+39.6% | $119,126+9.4% | $87,485+49.0% |
| Participation rate | 100.0% | 68.7%+31.3pp | 75.8%+24.2pp | 68.9%+31.1pp |
| Annual return | 16.96% | 19.08%-2.1pp | 282.11%-265.1pp | 26.06%-9.1pp |
| Employer contribution / active EE | $3,182 | $3,172+0.3% | $4,034-21.1% | $2,596+22.5% |
| Participant deferral / active EE | $11,778 | $4,099+187.4% | $5,318+121.5% | $4,274+175.6% |
| Admin fee / account holder | $15,576 | $8,039+93.8% | $10,693+45.7% | $7,775+100.3% |