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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 | $159,882 | $58,311+174.2% | $81,882+95.3% | $80,959+97.5% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 12.21% | 41.85%-29.6pp | 779.47%-767.3pp | 35.67%-23.5pp |
| Employer contribution / active EE | $2,872 | $2,347+22.4% | $2,916-1.5% | $2,757+4.2% |
| Participant deferral / active EE | $4,787 | $3,287+45.6% | $4,323+10.7% | $4,300+11.3% |
| Admin fee / account holder | $3,771 | $4,752-20.6% | $7,360-48.8% | $6,925-45.5% |