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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 | $137,540 | $95,415+44.1% | $185,851-26.0% | $85,851+60.2% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 15.18% | 23.59%-8.4pp | 122.11%-106.9pp | 318.63%-303.5pp |
| Employer contribution / active EE | $6,040 | $3,314+82.3% | $5,168+16.9% | $2,565+135.5% |
| Participant deferral / active EE | $3,374 | $3,424-1.4% | $5,569-39.4% | $3,952-14.6% |
| Admin fee / account holder | $2,286 | $7,215-68.3% | $16,245-85.9% | $6,261-63.5% |