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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 | $165,983 | $103,000+61.1% | $90,300+83.8% | $152,885+8.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 18.57% | 95.19%-76.6pp | 78.11%-59.5pp | 345.39%-326.8pp |
| Employer contribution / active EE | $3,717 | $3,138+18.4% | $2,854+30.2% | $4,763-22.0% |
| Participant deferral / active EE | $2,237 | $4,281-47.8% | $3,884-42.4% | $5,851-61.8% |
| Admin fee / account holder | $1,469 | $6,173-76.2% | $5,353-72.6% | $11,598-87.3% |