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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 | $108,666 | $70,418+54.3% | $96,570+12.5% | $85,847+26.6% |
| Participation rate | 100.0% | 61.8%+38.2pp | 69.8%+30.2pp | 69.3%+30.7pp |
| Annual return | 11.59% | 18.59%-7.0pp | 37.79%-26.2pp | 318.61%-307.0pp |
| Employer contribution / active EE | $1,736 | $1,413+22.8% | $2,357-26.4% | $2,565-32.3% |
| Participant deferral / active EE | $3,668 | $2,894+26.7% | $3,849-4.7% | $3,952-7.2% |
| Admin fee / account holder | $4,011 | $4,995-19.7% | $6,182-35.1% | $6,261-35.9% |