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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 | $60,142 | $83,337-27.8% | $67,834-11.3% | $273,972-78.0% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 11.06% | 259.45%-248.4pp | 138.47%-127.4pp | 41.46%-30.4pp |
| Employer contribution / active EE | $4,694 | $3,287+42.8% | $2,403+95.3% | $4,869-3.6% |
| Participant deferral / active EE | $5,006 | $4,088+22.4% | $3,160+58.4% | $5,287-5.3% |
| Admin fee / account holder | $4,283 | $6,752-36.6% | $4,622-7.3% | $10,133-57.7% |