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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 | $131,956 | $91,198+44.7% | $178,503-26.1% | $79,856+65.2% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 15.00% | 24.20%-9.2pp | 151.12%-136.1pp | 31.71%-16.7pp |
| Employer contribution / active EE | $4,341 | $3,257+33.3% | $5,011-13.4% | $2,471+75.7% |
| Participant deferral / active EE | $4,683 | $3,237+44.7% | $5,202-10.0% | $3,741+25.2% |
| Admin fee / account holder | $1,831 | $6,748-72.9% | $13,987-86.9% | $5,306-65.5% |