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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 | $126,310 | $99,647+26.8% | $86,439+46.1% | $134,509-6.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 14.90% | 6784.13%-6769.2pp | 4395.55%-4380.6pp | 418.13%-403.2pp |
| Employer contribution / active EE | $2,626 | $4,401-40.3% | $3,769-30.3% | $4,741-44.6% |
| Participant deferral / active EE | $8,778 | $7,246+21.1% | $6,952+26.3% | $6,400+37.1% |
| Admin fee / account holder | $6,553 | $8,373-21.7% | $6,732-2.7% | $11,427-42.7% |