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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 | $159,563 | $91,198+75.0% | $178,503-10.6% | $79,856+99.8% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 13.35% | 24.20%-10.8pp | 151.12%-137.8pp | 31.71%-18.4pp |
| Employer contribution / active EE | $1,956 | $3,257-39.9% | $5,011-61.0% | $2,471-20.8% |
| Participant deferral / active EE | $7,371 | $3,237+127.7% | $5,202+41.7% | $3,741+97.0% |
| Admin fee / account holder | $3,744 | $6,748-44.5% | $13,987-73.2% | $5,306-29.4% |