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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 | $132,477 | $58,099+128.0% | $76,902+72.3% | $75,177+76.2% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.6%+30.4pp | 67.2%+32.8pp |
| Annual return | 13.94% | 26.71%-12.8pp | 37.91%-24.0pp | 160.75%-146.8pp |
| Employer contribution / active EE | $6,894 | $1,996+245.5% | $2,534+172.1% | $2,671+158.1% |
| Participant deferral / active EE | $7,740 | $2,999+158.1% | $3,833+101.9% | $4,126+87.6% |
| Admin fee / account holder | $16,417 | $4,778+243.6% | $5,479+199.6% | $5,651+190.5% |