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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 | $158,023 | $103,393+52.8% | $87,103+81.4% | $152,909+3.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 22.21% | 28.10%-5.9pp | 28.19%-6.0pp | 345.46%-323.3pp |
| Employer contribution / active EE | $7,619 | $3,221+136.5% | $2,521+202.2% | $4,764+59.9% |
| Participant deferral / active EE | $6,040 | $4,778+26.4% | $4,049+49.2% | $5,851+3.2% |
| Admin fee / account holder | $2,952 | $12,195-75.8% | $7,491-60.6% | $11,601-74.6% |