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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 | $157,437 | $95,415+65.0% | $185,851-15.3% | $85,851+83.4% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 13.74% | 23.59%-9.8pp | 122.11%-108.4pp | 318.63%-304.9pp |
| Employer contribution / active EE | $2,662 | $3,314-19.7% | $5,168-48.5% | $2,565+3.7% |
| Participant deferral / active EE | $7,695 | $3,424+124.8% | $5,569+38.2% | $3,952+94.7% |
| Admin fee / account holder | $1,120 | $7,215-84.5% | $16,245-93.1% | $6,261-82.1% |