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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 | $112,930 | $137,414-17.8% | $189,545-40.4% | $85,851+31.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 21.00% | 38.14%-17.1pp | 555.36%-534.4pp | 318.63%-297.6pp |
| Employer contribution / active EE | $5,998 | $4,344+38.1% | $6,162-2.7% | $2,565+133.8% |
| Participant deferral / active EE | $3,123 | $6,260-50.1% | $8,220-62.0% | $3,952-21.0% |
| Admin fee / account holder | $9,264 | $8,630+7.4% | $12,049-23.1% | $6,261+48.0% |