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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 | $131,395 | $52,519+150.2% | $155,789-15.7% | $59,633+120.3% |
| Participation rate | 90.0% | 61.7%+28.3pp | 76.1%+13.9pp | 68.7%+21.3pp |
| Annual return | 1.53% | 53.51%-52.0pp | 71.54%-70.0pp | 2041.45%-2039.9pp |
| Employer contribution / active EE | $2,730 | $1,589+71.8% | $3,839-28.9% | $2,203+23.9% |
| Participant deferral / active EE | $6,905 | $3,084+123.9% | $4,798+43.9% | $3,192+116.3% |
| Admin fee / account holder | $664 | $3,540-81.3% | $7,477-91.1% | $4,297-84.6% |