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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 | $99,875+39.3% | $146,866-5.3% | $86,983+59.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 15.06% | 28.10%-13.0pp | 102.85%-87.8pp | 25.83%-10.8pp |
| Employer contribution / active EE | $4,501 | $3,224+39.6% | $4,425+1.7% | $2,584+74.2% |
| Participant deferral / active EE | $4,110 | $6,322-35.0% | $7,759-47.0% | $4,194-2.0% |
| Admin fee / account holder | $42,562 | $7,838+443.0% | $13,620+212.5% | $7,856+441.8% |