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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 | $130,256 | $83,337+56.3% | $67,834+92.0% | $273,972-52.5% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 6.20% | 259.45%-253.2pp | 138.47%-132.3pp | 41.46%-35.3pp |
| Employer contribution / active EE | $4,325 | $3,287+31.6% | $2,403+80.0% | $4,869-11.2% |
| Participant deferral / active EE | $1,669 | $4,088-59.2% | $3,160-47.2% | $5,287-68.4% |
| Admin fee / account holder | $3,543 | $6,752-47.5% | $4,622-23.4% | $10,133-65.0% |