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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 | $132,313 | $53,128+149.0% | $86,582+52.8% | $70,126+88.7% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 15.43% | 27.66%-12.2pp | 965.08%-949.7pp | 73.15%-57.7pp |
| Employer contribution / active EE | $2,259 | $2,068+9.2% | $2,839-20.4% | $2,343-3.6% |
| Participant deferral / active EE | $5,225 | $2,695+93.9% | $3,609+44.8% | $3,332+56.8% |
| Admin fee / account holder | $880 | $3,584-75.4% | $4,904-82.1% | $4,645-81.1% |