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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 | $131,267 | $99,994+31.3% | $146,647-10.5% | $85,851+52.9% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 18.76% | 18.93%-0.2pp | 22.75%-4.0pp | 318.63%-299.9pp |
| Employer contribution / active EE | $1,880 | $2,559-26.6% | $4,137-54.6% | $2,565-26.7% |
| Participant deferral / active EE | $3,352 | $4,006-16.3% | $5,506-39.1% | $3,952-15.2% |
| Admin fee / account holder | $16,850 | $7,703+118.7% | $10,281+63.9% | $6,261+169.1% |