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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 | $132,296 | $70,435+87.8% | $96,575+37.0% | $85,856+54.1% |
| Participation rate | 100.0% | 61.8%+38.2pp | 69.8%+30.2pp | 69.3%+30.7pp |
| Annual return | 14.63% | 18.59%-4.0pp | 37.79%-23.2pp | 318.58%-304.0pp |
| Employer contribution / active EE | $3,794 | $1,413+168.5% | $2,357+61.0% | $2,565+47.9% |
| Participant deferral / active EE | $4,815 | $2,894+66.4% | $3,849+25.1% | $3,952+21.8% |
| Admin fee / account holder | $3,266 | $4,997-34.6% | $6,182-47.2% | $6,261-47.8% |