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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 | $163,329 | $93,346+75.0% | $71,796+127.5% | $273,972-40.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 3.23% | 130.39%-127.2pp | 78.04%-74.8pp | 41.46%-38.2pp |
| Employer contribution / active EE | $2,941 | $2,733+7.6% | $1,924+52.8% | $4,869-39.6% |
| Participant deferral / active EE | $4,335 | $3,475+24.7% | $2,794+55.1% | $5,287-18.0% |
| Admin fee / account holder | $4,188 | $6,571-36.3% | $4,815-13.0% | $10,133-58.7% |