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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 | $142,812 | $98,760+44.6% | $149,715-4.6% | $79,858+78.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 19.28% | 27.43%-8.1pp | 276.66%-257.4pp | 31.72%-12.4pp |
| Employer contribution / active EE | $5,445 | $3,217+69.3% | $4,645+17.2% | $2,471+120.4% |
| Participant deferral / active EE | $8,737 | $5,681+53.8% | $6,842+27.7% | $3,740+133.6% |
| Admin fee / account holder | $1,351 | $6,053-77.7% | $9,310-85.5% | $5,306-74.5% |