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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 | $203,096 | $97,751+107.8% | $103,447+96.3% | $145,877+39.2% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 20.17% | 25.43%-5.3pp | 23.92%-3.7pp | 551.28%-531.1pp |
| Employer contribution / active EE | $3,419 | $4,684-27.0% | $4,678-26.9% | $4,663-26.7% |
| Participant deferral / active EE | $6,399 | $6,603-3.1% | $6,624-3.4% | $6,691-4.4% |
| Admin fee / account holder | $2,953 | $12,515-76.4% | $9,415-68.6% | $13,402-78.0% |