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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 | $119,975 | $69,118+73.6% | $53,647+123.6% | $138,895-13.6% |
| Participation rate | 100.0% | 64.0%+36.0pp | 56.3%+43.7pp | 79.9%+20.1pp |
| Annual return | 17.75% | 248.26%-230.5pp | 358.33%-340.6pp | 145.39%-127.6pp |
| Employer contribution / active EE | $4,015 | $1,189+237.5% | $962+317.4% | $4,194-4.3% |
| Participant deferral / active EE | $13,038 | $2,274+473.4% | $1,813+619.1% | $6,396+103.8% |
| Admin fee / account holder | $2,005 | $2,724-26.4% | $2,460-18.5% | $12,562-84.0% |