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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 | $135,941 | $57,073+138.2% | $85,126+59.7% | $80,925+68.0% |
| Participation rate | 100.0% | 56.4%+43.6pp | 67.5%+32.5pp | 67.7%+32.3pp |
| Annual return | 13.18% | 21.69%-8.5pp | 66.63%-53.5pp | 35.65%-22.5pp |
| Employer contribution / active EE | $3,854 | $1,801+114.0% | $2,731+41.1% | $2,756+39.8% |
| Participant deferral / active EE | $11,814 | $3,113+279.5% | $4,523+161.2% | $4,299+174.8% |
| Admin fee / account holder | $3,121 | $4,988-37.4% | $6,160-49.3% | $6,940-55.0% |