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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 | $129,179 | $91,198+41.6% | $178,503-27.6% | $79,856+61.8% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 13.68% | 24.20%-10.5pp | 151.12%-137.4pp | 31.71%-18.0pp |
| Employer contribution / active EE | $5,884 | $3,257+80.7% | $5,011+17.4% | $2,471+138.1% |
| Participant deferral / active EE | $3,814 | $3,237+17.8% | $5,202-26.7% | $3,741+2.0% |
| Admin fee / account holder | $2,317 | $6,748-65.7% | $13,987-83.4% | $5,306-56.3% |