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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 | $145,086 | $91,179+59.1% | $178,499-18.7% | $79,852+81.7% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 15.75% | 24.19%-8.4pp | 151.10%-135.4pp | 31.72%-16.0pp |
| Employer contribution / active EE | $886 | $3,256-72.8% | $5,011-82.3% | $2,471-64.2% |
| Participant deferral / active EE | $8,397 | $3,236+159.5% | $5,202+61.4% | $3,740+124.5% |
| Admin fee / account holder | $3,519 | $6,749-47.8% | $13,986-74.8% | $5,306-33.7% |