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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 | $127,691 | $77,416+64.9% | $69,464+83.8% | $152,897-16.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 23.14% | 39.08%-15.9pp | 28.98%-5.8pp | 345.43%-322.3pp |
| Employer contribution / active EE | $8,521 | $3,315+157.1% | $2,779+206.6% | $4,764+78.9% |
| Participant deferral / active EE | $4,836 | $4,413+9.6% | $3,536+36.8% | $5,851-17.4% |
| Admin fee / account holder | $8,137 | $6,208+31.1% | $3,840+111.9% | $11,599-29.8% |