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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 | $139,096 | $106,749+30.3% | $145,433-4.4% | $82,448+68.7% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 15.06% | 27.59%-12.5pp | 66.58%-51.5pp | 41.64%-26.6pp |
| Employer contribution / active EE | $4,501 | $3,444+30.7% | $4,554-1.2% | $2,551+76.5% |
| Participant deferral / active EE | $4,110 | $6,519-37.0% | $7,897-48.0% | $4,139-0.7% |
| Admin fee / account holder | $42,562 | $8,390+407.3% | $13,129+224.2% | $7,234+488.3% |