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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 | $131,044 | $118,496+10.6% | $98,461+33.1% | $139,466-6.0% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 14.13% | 18.96%-4.8pp | 21.17%-7.0pp | 373.66%-359.5pp |
| Employer contribution / active EE | $4,500 | $3,611+24.6% | $3,049+47.6% | $4,754-5.3% |
| Participant deferral / active EE | $15,050 | $5,393+179.1% | $4,738+217.6% | $6,712+124.2% |
| Admin fee / account holder | $52,727 | $14,056+275.1% | $8,961+488.4% | $11,409+362.2% |