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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 | $133,143 | $106,247+25.3% | $96,515+38.0% | $139,466-4.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 11.75% | 38.47%-26.7pp | 35.73%-24.0pp | 373.66%-361.9pp |
| Employer contribution / active EE | $8,327 | $4,106+102.8% | $3,740+122.7% | $4,754+75.2% |
| Participant deferral / active EE | $20,000 | $5,456+266.6% | $4,880+309.9% | $6,712+198.0% |
| Admin fee / account holder | $845 | $7,885-89.3% | $6,735-87.5% | $11,409-92.6% |