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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 | $134,544 | $98,776+36.2% | $149,745-10.2% | $79,856+68.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 16.82% | 27.38%-10.6pp | 276.72%-259.9pp | 31.71%-14.9pp |
| Employer contribution / active EE | $1,985 | $3,217-38.3% | $4,646-57.3% | $2,471-19.7% |
| Participant deferral / active EE | $11,505 | $5,681+102.5% | $6,843+68.1% | $3,741+207.6% |
| Admin fee / account holder | $4,548 | $6,053-24.9% | $9,312-51.2% | $5,306-14.3% |