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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 | $140,073 | $118,877+17.8% | $96,570+45.0% | $167,536-16.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 14.72% | 50.50%-35.8pp | 37.79%-23.1pp | 478.82%-464.1pp |
| Employer contribution / active EE | $3,508 | $3,121+12.4% | $2,357+48.8% | $4,839-27.5% |
| Participant deferral / active EE | $11,456 | $4,617+148.1% | $3,849+197.6% | $6,342+80.6% |
| Admin fee / account holder | $1,931 | $8,069-76.1% | $6,182-68.8% | $12,315-84.3% |