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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 | $127,843 | $72,071+77.4% | $68,368+87.0% | $137,256-6.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 14.99% | 353.14%-338.1pp | 292.57%-277.6pp | 220.34%-205.3pp |
| Employer contribution / active EE | $1,054 | $2,788-62.2% | $2,649-60.2% | $4,156-74.6% |
| Participant deferral / active EE | $1,668 | $4,410-62.2% | $4,123-59.5% | $6,407-74.0% |
| Admin fee / account holder | $2,031 | $5,336-61.9% | $5,150-60.6% | $12,270-83.4% |