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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 | $151,485 | $58,311+159.8% | $81,882+85.0% | $80,959+87.1% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 12.23% | 41.85%-29.6pp | 779.47%-767.2pp | 35.67%-23.4pp |
| Employer contribution / active EE | $2,439 | $2,347+3.9% | $2,916-16.4% | $2,757-11.5% |
| Participant deferral / active EE | $3,130 | $3,287-4.8% | $4,323-27.6% | $4,300-27.2% |
| Admin fee / account holder | $13,917 | $4,752+192.9% | $7,360+89.1% | $6,925+101.0% |