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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 | $119,572 | $55,930+113.8% | $76,089+57.1% | $80,925+47.8% |
| Participation rate | 100.0% | 62.1%+37.9pp | 69.1%+30.9pp | 67.7%+32.3pp |
| Annual return | 11.86% | 20.58%-8.7pp | 360.94%-349.1pp | 35.65%-23.8pp |
| Employer contribution / active EE | $2,301 | $1,866+23.3% | $2,690-14.5% | $2,756-16.5% |
| Participant deferral / active EE | $4,081 | $3,051+33.8% | $4,259-4.2% | $4,299-5.1% |
| Admin fee / account holder | $559 | $5,241-89.3% | $6,418-91.3% | $6,940-91.9% |