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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 | $126,051 | $64,324+96.0% | $118,914+6.0% | $79,856+57.8% |
| Participation rate | 100.0% | 64.9%+35.1pp | 75.4%+24.6pp | 69.6%+30.4pp |
| Annual return | 12.78% | 86.45%-73.7pp | 35.89%-23.1pp | 31.71%-18.9pp |
| Employer contribution / active EE | $3,632 | $1,836+97.8% | $3,264+11.3% | $2,471+47.0% |
| Participant deferral / active EE | $4,193 | $2,824+48.5% | $4,266-1.7% | $3,741+12.1% |
| Admin fee / account holder | $4,363 | $4,040+8.0% | $6,582-33.7% | $5,306-17.8% |