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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 | $157,399 | $117,433+34.0% | $99,475+58.2% | $152,897+2.9% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.5%+17.5pp |
| Annual return | 12.81% | 31.87%-19.1pp | 30.72%-17.9pp | 345.43%-332.6pp |
| Employer contribution / active EE | $6,627 | $3,013+119.9% | $2,540+160.9% | $4,764+39.1% |
| Participant deferral / active EE | $5,331 | $4,086+30.5% | $3,619+47.3% | $5,851-8.9% |
| Admin fee / account holder | $615 | $7,634-91.9% | $6,252-90.2% | $11,599-94.7% |