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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 | $114,209 | $89,259+28.0% | $107,187+6.6% | $82,637+38.2% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 18.90% | 21.02%-2.1pp | 204.55%-185.6pp | 53.51%-34.6pp |
| Employer contribution / active EE | $4,155 | $3,080+34.9% | $3,782+9.9% | $2,552+62.8% |
| Participant deferral / active EE | $9,276 | $4,037+129.7% | $5,096+82.0% | $4,126+124.8% |
| Admin fee / account holder | $3,291 | $7,381-55.4% | $9,162-64.1% | $7,339-55.2% |