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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 | $134,976 | $78,682+71.5% | $109,188+23.6% | $85,851+57.2% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 12.21% | 25.09%-12.9pp | 25.76%-13.5pp | 318.63%-306.4pp |
| Employer contribution / active EE | $5,326 | $2,734+94.8% | $3,723+43.0% | $2,565+107.6% |
| Participant deferral / active EE | $6,546 | $3,468+88.8% | $4,654+40.7% | $3,952+65.6% |
| Admin fee / account holder | $3,545 | $5,470-35.2% | $6,755-47.5% | $6,261-43.4% |