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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 | $117,182 | $100,060+17.1% | $149,721-21.7% | $70,126+67.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 30.97% | 27.46%+3.5pp | 1501.67%-1470.7pp | 73.15%-42.2pp |
| Employer contribution / active EE | $2,133 | $3,661-41.7% | $5,444-60.8% | $2,343-8.9% |
| Participant deferral / active EE | $0 | $4,982-100.0% | $6,568-100.0% | $3,332-100.0% |
| Admin fee / account holder | $8,826 | $8,285+6.5% | $11,282-21.8% | $4,645+90.0% |