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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 | $125,850 | $61,125+105.9% | $94,057+33.8% | $87,485+43.9% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.3%+26.7pp | 68.9%+31.1pp |
| Annual return | 14.33% | 35.20%-20.9pp | 480.62%-466.3pp | 26.06%-11.7pp |
| Employer contribution / active EE | $4,942 | $2,136+131.3% | $2,933+68.5% | $2,596+90.4% |
| Participant deferral / active EE | $9,394 | $3,260+188.2% | $4,709+99.5% | $4,274+119.8% |
| Admin fee / account holder | $3,309 | $5,629-41.2% | $7,244-54.3% | $7,775-57.4% |