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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 | $136,852 | $65,027+110.5% | $90,970+50.4% | $79,852+71.4% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 16.71% | 30.45%-13.7pp | 134.58%-117.9pp | 31.72%-15.0pp |
| Employer contribution / active EE | $4,000 | $1,247+220.7% | $2,122+88.4% | $2,471+61.9% |
| Participant deferral / active EE | $6,072 | $2,512+141.7% | $3,373+80.0% | $3,740+62.3% |
| Admin fee / account holder | $1,374 | $4,535-69.7% | $5,960-77.0% | $5,306-74.1% |