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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 | $147,774 | $94,749+56.0% | $112,899+30.9% | $139,466+6.0% |
| Participation rate | 100.0% | 81.3%+18.7pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 26.63% | 40.92%-14.3pp | 34.11%-7.5pp | 373.66%-347.0pp |
| Employer contribution / active EE | $2,409 | $4,630-48.0% | $4,566-47.2% | $4,754-49.3% |
| Participant deferral / active EE | $4,023 | $6,517-38.3% | $6,516-38.3% | $6,712-40.1% |
| Admin fee / account holder | $4,037 | $8,530-52.7% | $7,047-42.7% | $11,409-64.6% |