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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 | $124,570 | $109,372+13.9% | $89,414+39.3% | $158,966-21.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 18.17% | 345.55%-327.4pp | 245.50%-227.3pp | 302.95%-284.8pp |
| Employer contribution / active EE | $1,247 | $3,171-60.7% | $2,586-51.8% | $4,762-73.8% |
| Participant deferral / active EE | $2,670 | $4,598-41.9% | $3,890-31.4% | $5,983-55.4% |
| Admin fee / account holder | $43,725 | $6,156+610.3% | $4,883+795.4% | $11,250+288.7% |