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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 | $131,969 | $85,060+55.1% | $70,565+87.0% | $139,487-5.4% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.4%+31.6pp | 80.3%+19.7pp |
| Annual return | 14.78% | 30.39%-15.6pp | 32.79%-18.0pp | 373.84%-359.1pp |
| Employer contribution / active EE | $4,925 | $3,912+25.9% | $2,976+65.5% | $4,755+3.6% |
| Participant deferral / active EE | $8,083 | $5,891+37.2% | $4,568+76.9% | $6,713+20.4% |
| Admin fee / account holder | $2,549 | $8,932-71.5% | $6,430-60.4% | $11,407-77.7% |