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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 | $124,941 | $95,415+30.9% | $185,851-32.8% | $85,851+45.5% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 11.70% | 23.59%-11.9pp | 122.11%-110.4pp | 318.63%-306.9pp |
| Employer contribution / active EE | $2,092 | $3,314-36.9% | $5,168-59.5% | $2,565-18.5% |
| Participant deferral / active EE | $5,336 | $3,424+55.9% | $5,569-4.2% | $3,952+35.0% |
| Admin fee / account holder | $1,156 | $7,215-84.0% | $16,245-92.9% | $6,261-81.5% |