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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 | $210,760 | $63,354+232.7% | $94,105+124.0% | $82,637+155.0% |
| Participation rate | 100.0% | 63.8%+36.2pp | 71.9%+28.1pp | 68.1%+31.9pp |
| Annual return | 21.67% | 34.36%-12.7pp | 204.55%-182.9pp | 53.51%-31.8pp |
| Employer contribution / active EE | $4,999 | $1,760+184.1% | $2,504+99.6% | $2,552+95.9% |
| Participant deferral / active EE | $2,729 | $2,873-5.0% | $3,881-29.7% | $4,126-33.9% |
| Admin fee / account holder | $2,675 | $5,073-47.3% | $6,199-56.9% | $7,339-63.6% |