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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 | $102,180 | $65,434+56.2% | $98,483+3.8% | $85,847+19.0% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 16.34% | 21.75%-5.4pp | 1494.38%-1478.0pp | 318.61%-302.3pp |
| Employer contribution / active EE | $1,919 | $2,169-11.5% | $2,961-35.2% | $2,565-25.2% |
| Participant deferral / active EE | $6,521 | $3,168+105.8% | $4,276+52.5% | $3,952+65.0% |
| Admin fee / account holder | $3,808 | $4,595-17.1% | $5,953-36.0% | $6,261-39.2% |