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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 | $136,185 | $95,383+42.8% | $185,837-26.7% | $85,856+58.6% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 21.65% | 23.59%-1.9pp | 122.08%-100.4pp | 318.58%-296.9pp |
| Employer contribution / active EE | $3,384 | $3,313+2.1% | $5,168-34.5% | $2,565+31.9% |
| Participant deferral / active EE | $7,251 | $3,423+111.8% | $5,568+30.2% | $3,952+83.5% |
| Admin fee / account holder | $3,889 | $7,213-46.1% | $16,241-76.1% | $6,261-37.9% |