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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 | $130,660 | $64,729+101.9% | $112,263+16.4% | $68,490+90.8% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | 21.11% | -11.40%+32.5pp | 27.49%-6.4pp | -7.85%+29.0pp |
| Employer contribution / active EE | $13,540 | $2,746+393.1% | $3,636+272.4% | $2,597+421.4% |
| Participant deferral / active EE | $3,063 | $3,566-14.1% | $4,729-35.2% | $4,028-24.0% |
| Admin fee / account holder | $45,017 | $5,222+762.1% | $6,410+602.3% | $5,403+733.2% |