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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 | $134,029 | $81,840+63.8% | $63,412+111.4% | $125,389+6.9% |
| Participation rate | 100.0% | 73.0%+27.0pp | 67.1%+32.9pp | 83.2%+16.8pp |
| Annual return | 3.78% | -0.10%+3.9pp | 4.04%-0.3pp | 282.24%-278.5pp |
| Employer contribution / active EE | $3,888 | $2,377+63.6% | $1,814+114.3% | $4,866-20.1% |
| Participant deferral / active EE | $4,198 | $3,064+37.0% | $2,496+68.2% | $5,352-21.6% |
| Admin fee / account holder | $1,291 | $4,951-73.9% | $3,753-65.6% | $9,541-86.5% |