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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 | $151,205 | $86,288+75.2% | $111,306+35.8% | $85,851+76.1% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 18.01% | 19.99%-2.0pp | 54.67%-36.7pp | 318.63%-300.6pp |
| Employer contribution / active EE | $3,841 | $2,044+88.0% | $2,732+40.6% | $2,565+49.7% |
| Participant deferral / active EE | $4,827 | $3,641+32.6% | $4,488+7.6% | $3,952+22.1% |
| Admin fee / account holder | $3,845 | $8,189-53.0% | $7,966-51.7% | $6,261-38.6% |