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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 | $142,195 | $73,988+92.2% | $96,538+47.3% | $75,177+89.1% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 19.23% | 26.73%-7.5pp | 35.74%-16.5pp | 160.75%-141.5pp |
| Employer contribution / active EE | $8,028 | $2,930+173.9% | $3,740+114.6% | $2,671+200.5% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $3,720 | $5,220-28.7% | $6,737-44.8% | $5,651-34.2% |