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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 | $109,776 | $70,684+55.3% | $169,397-35.2% | $75,177+46.0% |
| Participation rate | 100.0% | 64.8%+35.2pp | 77.2%+22.8pp | 67.2%+32.8pp |
| Annual return | 18.45% | 36.38%-17.9pp | 406.23%-387.8pp | 160.75%-142.3pp |
| Employer contribution / active EE | $2,919 | $2,211+32.0% | $4,013-27.3% | $2,671+9.3% |
| Participant deferral / active EE | $6,048 | $4,310+40.3% | $6,223-2.8% | $4,126+46.6% |
| Admin fee / account holder | $5,487 | $5,404+1.5% | $9,017-39.1% | $5,651-2.9% |