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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 | $142,000 | $65,361+117.3% | $92,903+52.8% | $72,983+94.6% |
| Participation rate | 86.6% | 68.3%+18.3pp | 76.0%+10.6pp | 69.5%+17.1pp |
| Annual return | 19.00% | 42.11%-23.1pp | 109.43%-90.4pp | 81.01%-62.0pp |
| Employer contribution / active EE | $11,759 | $2,594+353.3% | $3,653+221.9% | $2,440+381.9% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1,576 | $4,251-62.9% | $5,795-72.8% | $5,124-69.2% |