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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 | $133,098 | $49,249+170.3% | $70,476+88.9% | $79,852+66.7% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 12.21% | 30.09%-17.9pp | 109.12%-96.9pp | 31.72%-19.5pp |
| Employer contribution / active EE | $3,973 | $2,100+89.2% | $2,738+45.1% | $2,471+60.8% |
| Participant deferral / active EE | $5,486 | $2,769+98.1% | $3,710+47.9% | $3,740+46.7% |
| Admin fee / account holder | $26,409 | $2,878+817.6% | $3,847+586.5% | $5,306+397.7% |