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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 | $127,264 | $201,370-36.8% | $184,256-30.9% | $145,897-12.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 19.58% | 29.05%-9.5pp | 28.85%-9.3pp | 552.29%-532.7pp |
| Employer contribution / active EE | $1,830 | $7,024-74.0% | $6,427-71.5% | $4,663-60.8% |
| Participant deferral / active EE | $3,967 | $9,808-59.6% | $9,133-56.6% | $6,689-40.7% |
| Admin fee / account holder | $33,231 | $16,364+103.1% | $13,899+139.1% | $13,390+148.2% |