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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 | $126,491 | $77,419+63.4% | $69,461+82.1% | $152,885-17.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 20.30% | 39.07%-18.8pp | 28.97%-8.7pp | 345.39%-325.1pp |
| Employer contribution / active EE | $8,132 | $3,315+145.3% | $2,779+192.6% | $4,763+70.7% |
| Participant deferral / active EE | $2,863 | $4,414-35.1% | $3,536-19.0% | $5,851-51.1% |
| Admin fee / account holder | $3,119 | $6,207-49.8% | $3,840-18.8% | $11,598-73.1% |