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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 | $121,331 | $104,709+15.9% | $85,705+41.6% | $167,553-27.6% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 19.46% | 21.45%-2.0pp | 21.49%-2.0pp | 478.89%-459.4pp |
| Employer contribution / active EE | $4,397 | $3,338+31.7% | $2,619+67.9% | $4,840-9.2% |
| Participant deferral / active EE | $4,259 | $4,827-11.8% | $3,924+8.5% | $6,343-32.9% |
| Admin fee / account holder | $630 | $10,036-93.7% | $6,877-90.8% | $12,316-94.9% |