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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 | $141,755 | $49,255+187.8% | $70,494+101.1% | $79,856+77.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 15.00% | 30.10%-15.1pp | 109.16%-94.2pp | 31.71%-16.7pp |
| Employer contribution / active EE | $900 | $2,100-57.2% | $2,738-67.1% | $2,471-63.6% |
| Participant deferral / active EE | $2,607 | $2,768-5.8% | $3,711-29.7% | $3,741-30.3% |
| Admin fee / account holder | $10,637 | $2,879+269.4% | $3,848+176.4% | $5,306+100.4% |