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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 | $112,776 | $78,682+43.3% | $109,188+3.3% | $85,851+31.4% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 15.13% | 25.09%-10.0pp | 25.76%-10.6pp | 318.63%-303.5pp |
| Employer contribution / active EE | $11,296 | $2,734+313.2% | $3,723+203.4% | $2,565+340.3% |
| Participant deferral / active EE | $5,754 | $3,468+65.9% | $4,654+23.6% | $3,952+45.6% |
| Admin fee / account holder | $1,581 | $5,470-71.1% | $6,755-76.6% | $6,261-74.8% |