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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 | $78,668+71.6% | $109,152+23.7% | $85,854+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 | 25.75%-13.5pp | 318.56%-306.3pp |
| Employer contribution / active EE | $5,326 | $2,733+94.8% | $3,722+43.1% | $2,565+107.6% |
| Participant deferral / active EE | $6,546 | $3,467+88.8% | $4,653+40.7% | $3,952+65.7% |
| Admin fee / account holder | $3,545 | $5,469-35.2% | $6,753-47.5% | $6,260-43.4% |