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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 | $73,133 | $60,442+21.0% | $96,754-24.4% | $87,485-16.4% |
| Participation rate | 100.0% | 58.7%+41.3pp | 70.3%+29.7pp | 68.9%+31.1pp |
| Annual return | 13.57% | 21.97%-8.4pp | 82.04%-68.5pp | 26.06%-12.5pp |
| Employer contribution / active EE | $7,271 | $1,691+330.0% | $2,679+171.4% | $2,596+180.1% |
| Participant deferral / active EE | $3,996 | $3,280+21.8% | $4,758-16.0% | $4,274-6.5% |
| Admin fee / account holder | $17,488 | $5,069+245.0% | $8,905+96.4% | $7,775+124.9% |