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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 | $137,669 | $58,258+136.3% | $81,820+68.3% | $80,925+70.1% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 11.40% | 41.76%-30.4pp | 777.93%-766.5pp | 35.65%-24.3pp |
| Employer contribution / active EE | $3,945 | $2,345+68.2% | $2,915+35.3% | $2,756+43.1% |
| Participant deferral / active EE | $3,659 | $3,284+11.4% | $4,323-15.3% | $4,299-14.9% |
| Admin fee / account holder | $1,416 | $4,976-71.5% | $7,391-80.8% | $6,940-79.6% |