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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 | $169,712 | $101,618+67.0% | $93,063+82.4% | $137,256+23.6% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 14.75% | 223.95%-209.2pp | 34.15%-19.4pp | 220.34%-205.6pp |
| Employer contribution / active EE | $827 | $2,707-69.5% | $2,476-66.6% | $4,156-80.1% |
| Participant deferral / active EE | $2,167 | $4,279-49.4% | $3,958-45.3% | $6,407-66.2% |
| Admin fee / account holder | $1,959 | $6,198-68.4% | $6,033-67.5% | $12,270-84.0% |