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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 | $127,724 | $72,177+77.0% | $115,038+11.0% | $59,633+114.2% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | 0.51% | 12.02%-11.5pp | 26.14%-25.6pp | 2041.45%-2040.9pp |
| Employer contribution / active EE | $3,886 | $2,841+36.8% | $4,608-15.7% | $2,203+76.4% |
| Participant deferral / active EE | $5,832 | $4,783+21.9% | $6,026-3.2% | $3,192+82.7% |
| Admin fee / account holder | $9,014 | $4,927+83.0% | $8,175+10.3% | $4,297+109.8% |