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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 | $128,498 | $102,393+25.5% | $147,041-12.6% | $80,911+58.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 14.65% | 134.95%-120.3pp | 419.21%-404.6pp | 35.63%-21.0pp |
| Employer contribution / active EE | $1,932 | $3,715-48.0% | $4,935-60.9% | $2,756-29.9% |
| Participant deferral / active EE | $7,185 | $6,647+8.1% | $8,071-11.0% | $4,297+67.2% |
| Admin fee / account holder | $5,452 | $7,943-31.4% | $13,006-58.1% | $6,935-21.4% |