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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 | $96,936 | $78,670+23.2% | $109,173-11.2% | $85,847+12.9% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 11.56% | 25.09%-13.5pp | 25.75%-14.2pp | 318.61%-307.0pp |
| Employer contribution / active EE | $1,921 | $2,734-29.7% | $3,723-48.4% | $2,565-25.1% |
| Participant deferral / active EE | $4,833 | $3,467+39.4% | $4,654+3.9% | $3,952+22.3% |
| Admin fee / account holder | $14,917 | $5,469+172.7% | $6,755+120.8% | $6,261+138.3% |