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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 | $105,337 | $93,345+12.8% | $119,126-11.6% | $87,485+20.4% |
| Participation rate | 100.0% | 68.7%+31.3pp | 75.8%+24.2pp | 68.9%+31.1pp |
| Annual return | 17.59% | 19.08%-1.5pp | 282.11%-264.5pp | 26.06%-8.5pp |
| Employer contribution / active EE | $6,577 | $3,172+107.4% | $4,034+63.1% | $2,596+153.3% |
| Participant deferral / active EE | $4,260 | $4,099+3.9% | $5,318-19.9% | $4,274-0.3% |
| Admin fee / account holder | $1,832 | $8,039-77.2% | $10,693-82.9% | $7,775-76.4% |