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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 | $137,660 | $78,672+75.0% | $109,163+26.1% | $85,856+60.3% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 14.88% | 25.09%-10.2pp | 25.75%-10.9pp | 318.58%-303.7pp |
| Employer contribution / active EE | $4,348 | $2,734+59.0% | $3,723+16.8% | $2,565+69.5% |
| Participant deferral / active EE | $3,777 | $3,467+8.9% | $4,654-18.8% | $3,952-4.4% |
| Admin fee / account holder | $2,632 | $5,470-51.9% | $6,754-61.0% | $6,261-58.0% |