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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 | $128,288 | $70,418+82.2% | $96,570+32.8% | $85,847+49.4% |
| Participation rate | 100.0% | 61.8%+38.2pp | 69.8%+30.2pp | 69.3%+30.7pp |
| Annual return | 12.46% | 18.59%-6.1pp | 37.79%-25.3pp | 318.61%-306.1pp |
| Employer contribution / active EE | $1,956 | $1,413+38.4% | $2,357-17.0% | $2,565-23.7% |
| Participant deferral / active EE | $5,413 | $2,894+87.0% | $3,849+40.6% | $3,952+37.0% |
| Admin fee / account holder | $4,348 | $4,995-13.0% | $6,182-29.7% | $6,261-30.6% |