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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 | $83,154 | $78,672+5.7% | $109,163-23.8% | $85,856-3.1% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 36.23% | 25.09%+11.1pp | 25.75%+10.5pp | 318.58%-282.4pp |
| Employer contribution / active EE | $7,047 | $2,734+157.8% | $3,723+89.3% | $2,565+174.7% |
| Participant deferral / active EE | $6,824 | $3,467+96.8% | $4,654+46.6% | $3,952+72.7% |
| Admin fee / account holder | $7,852 | $5,470+43.6% | $6,754+16.3% | $6,261+25.4% |