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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 | $135,559 | $95,406+42.1% | $185,849-27.1% | $85,847+57.9% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 11.60% | 23.59%-12.0pp | 122.10%-110.5pp | 318.61%-307.0pp |
| Employer contribution / active EE | $4,622 | $3,314+39.5% | $5,169-10.6% | $2,565+80.2% |
| Participant deferral / active EE | $4,871 | $3,424+42.3% | $5,569-12.5% | $3,952+23.3% |
| Admin fee / account holder | $1,104 | $7,214-84.7% | $16,244-93.2% | $6,261-82.4% |