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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 | $144,548 | $93,064+55.3% | $74,577+93.8% | $273,972-47.2% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 74.80% | 26.18%+48.6pp | 20.47%+54.3pp | 41.46%+33.3pp |
| Employer contribution / active EE | $1,746 | $3,160-44.7% | $2,525-30.8% | $4,869-64.1% |
| Participant deferral / active EE | $5,566 | $4,160+33.8% | $3,458+61.0% | $5,287+5.3% |
| Admin fee / account holder | $865 | $5,273-83.6% | $4,138-79.1% | $10,133-91.5% |