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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 | $123,204 | $95,415+29.1% | $185,851-33.7% | $85,851+43.5% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 16.37% | 23.59%-7.2pp | 122.11%-105.7pp | 318.63%-302.3pp |
| Employer contribution / active EE | $7,070 | $3,314+113.3% | $5,168+36.8% | $2,565+175.6% |
| Participant deferral / active EE | $4,099 | $3,424+19.7% | $5,569-26.4% | $3,952+3.7% |
| Admin fee / account holder | $2,141 | $7,215-70.3% | $16,245-86.8% | $6,261-65.8% |