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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 | $121,587 | $77,419+57.1% | $69,461+75.0% | $152,885-20.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 20.19% | 39.07%-18.9pp | 28.97%-8.8pp | 345.39%-325.2pp |
| Employer contribution / active EE | $8,371 | $3,315+152.5% | $2,779+201.2% | $4,763+75.7% |
| Participant deferral / active EE | $3,221 | $4,414-27.0% | $3,536-8.9% | $5,851-44.9% |
| Admin fee / account holder | $5,891 | $6,207-5.1% | $3,840+53.4% | $11,598-49.2% |