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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 | $84,857 | $46,534+82.4% | $64,097+32.4% | $75,177+12.9% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 13.00% | 26.07%-13.1pp | 33.75%-20.7pp | 160.75%-147.8pp |
| Employer contribution / active EE | $6,731 | $1,976+240.7% | $2,750+144.8% | $2,671+152.0% |
| Participant deferral / active EE | $4,143 | $2,835+46.2% | $3,881+6.7% | $4,126+0.4% |
| Admin fee / account holder | $1,009 | $2,957-65.9% | $3,070-67.1% | $5,651-82.2% |