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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 | $130,034 | $78,425+65.8% | $95,956+35.5% | $79,858+62.8% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 15.33% | 19.37%-4.0pp | 91.63%-76.3pp | 31.72%-16.4pp |
| Employer contribution / active EE | $5,454 | $1,945+180.4% | $2,541+114.6% | $2,471+120.7% |
| Participant deferral / active EE | $4,657 | $3,440+35.4% | $4,167+11.8% | $3,740+24.5% |
| Admin fee / account holder | $4,092 | $5,622-27.2% | $6,797-39.8% | $5,306-22.9% |