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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 | $105,207 | $77,419+35.9% | $69,461+51.5% | $152,885-31.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 22.12% | 39.07%-16.9pp | 28.97%-6.8pp | 345.39%-323.3pp |
| Employer contribution / active EE | $6,395 | $3,315+92.9% | $2,779+130.1% | $4,763+34.3% |
| Participant deferral / active EE | $8,518 | $4,414+93.0% | $3,536+140.9% | $5,851+45.6% |
| Admin fee / account holder | $805 | $6,207-87.0% | $3,840-79.0% | $11,598-93.1% |