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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 | $113,244 | $86,298+31.2% | $111,308+1.7% | $85,847+31.9% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 13.04% | 19.99%-6.9pp | 54.67%-41.6pp | 318.61%-305.6pp |
| Employer contribution / active EE | $4,041 | $2,044+97.7% | $2,732+47.9% | $2,565+57.5% |
| Participant deferral / active EE | $10,439 | $3,641+186.7% | $4,487+132.6% | $3,952+164.1% |
| Admin fee / account holder | $2,383 | $8,189-70.9% | $7,965-70.1% | $6,261-61.9% |