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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 | $86,712 | $65,034+33.3% | $90,970-4.7% | $79,856+8.6% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 12.60% | 30.45%-17.9pp | 134.60%-122.0pp | 31.71%-19.1pp |
| Employer contribution / active EE | $3,571 | $1,247+186.3% | $2,122+68.3% | $2,471+44.5% |
| Participant deferral / active EE | $4,008 | $2,512+59.5% | $3,373+18.8% | $3,741+7.2% |
| Admin fee / account holder | $2,145 | $4,536-52.7% | $5,961-64.0% | $5,306-59.6% |