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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 | $129,198 | $91,198+41.7% | $178,503-27.6% | $79,856+61.8% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 16.56% | 24.20%-7.6pp | 151.12%-134.6pp | 31.71%-15.2pp |
| Employer contribution / active EE | $3,968 | $3,257+21.8% | $5,011-20.8% | $2,471+60.6% |
| Participant deferral / active EE | $7,843 | $3,237+142.3% | $5,202+50.8% | $3,741+109.7% |
| Admin fee / account holder | $1,040 | $6,748-84.6% | $13,987-92.6% | $5,306-80.4% |