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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 | $126,166 | $77,419+63.0% | $69,461+81.6% | $152,885-17.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 23.81% | 39.07%-15.3pp | 28.97%-5.2pp | 345.39%-321.6pp |
| Employer contribution / active EE | $3,674 | $3,315+10.8% | $2,779+32.2% | $4,763-22.9% |
| Participant deferral / active EE | $1,833 | $4,414-58.5% | $3,536-48.2% | $5,851-68.7% |
| Admin fee / account holder | $3,151 | $6,207-49.2% | $3,840-17.9% | $11,598-72.8% |