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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 | $154,393 | $69,274+122.9% | $64,097+140.9% | $139,487+10.7% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 11.36% | 46.00%-34.6pp | 33.75%-22.4pp | 373.84%-362.5pp |
| Employer contribution / active EE | $2,139 | $3,187-32.9% | $2,750-22.2% | $4,755-55.0% |
| Participant deferral / active EE | $2,139 | $4,685-54.4% | $3,881-44.9% | $6,713-68.1% |
| Admin fee / account holder | $691 | $4,247-83.7% | $3,070-77.5% | $11,407-93.9% |