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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 | $134,221 | $70,435+90.6% | $96,575+39.0% | $85,856+56.3% |
| Participation rate | 100.0% | 61.8%+38.2pp | 69.8%+30.2pp | 69.3%+30.7pp |
| Annual return | 13.82% | 18.59%-4.8pp | 37.79%-24.0pp | 318.58%-304.8pp |
| Employer contribution / active EE | $1,922 | $1,413+36.0% | $2,357-18.5% | $2,565-25.1% |
| Participant deferral / active EE | $2,497 | $2,894-13.7% | $3,849-35.1% | $3,952-36.8% |
| Admin fee / account holder | $3,633 | $4,997-27.3% | $6,182-41.2% | $6,261-42.0% |