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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 | $119,239 | $106,247+12.2% | $96,515+23.5% | $139,466-14.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 25.04% | 38.47%-13.4pp | 35.73%-10.7pp | 373.66%-348.6pp |
| Employer contribution / active EE | $2,304 | $4,106-43.9% | $3,740-38.4% | $4,754-51.5% |
| Participant deferral / active EE | $4,570 | $5,456-16.2% | $4,880-6.3% | $6,712-31.9% |
| Admin fee / account holder | $419 | $7,885-94.7% | $6,735-93.8% | $11,409-96.3% |