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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 | $121,018 | $106,267+13.9% | $96,520+25.4% | $139,456-13.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 13.48% | 38.45%-25.0pp | 35.72%-22.2pp | 373.45%-360.0pp |
| Employer contribution / active EE | $9,390 | $4,105+128.8% | $3,739+151.2% | $4,753+97.6% |
| Participant deferral / active EE | $22,331 | $5,454+309.4% | $4,879+357.7% | $6,711+232.7% |
| Admin fee / account holder | $37,770 | $7,882+379.2% | $6,733+461.0% | $11,407+231.1% |