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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 | $88,672+47.0% | $105,223+23.9% | $82,448+58.1% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 16.96% | 30.86%-13.9pp | 180.65%-163.7pp | 41.64%-24.7pp |
| Employer contribution / active EE | $3,182 | $3,048+4.4% | $3,689-13.7% | $2,551+24.7% |
| Participant deferral / active EE | $11,778 | $4,036+191.8% | $5,072+132.2% | $4,139+184.5% |
| Admin fee / account holder | $15,576 | $7,146+118.0% | $8,859+75.8% | $7,234+115.3% |