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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 | $143,391 | $85,060+68.6% | $70,565+103.2% | $139,487+2.8% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.4%+31.6pp | 80.3%+19.7pp |
| Annual return | 13.59% | 30.39%-16.8pp | 32.79%-19.2pp | 373.84%-360.3pp |
| Employer contribution / active EE | $6,234 | $3,912+59.3% | $2,976+109.5% | $4,755+31.1% |
| Participant deferral / active EE | $4,320 | $5,891-26.7% | $4,568-5.4% | $6,713-35.6% |
| Admin fee / account holder | $3,136 | $8,932-64.9% | $6,430-51.2% | $11,407-72.5% |