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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 | $138,567 | $97,125+42.7% | $86,233+60.7% | $137,256+1.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 14.31% | 74.19%-59.9pp | 61.39%-47.1pp | 220.34%-206.0pp |
| Employer contribution / active EE | $2,000 | $2,841-29.6% | $2,504-20.1% | $4,156-51.9% |
| Participant deferral / active EE | $2,000 | $5,180-61.4% | $4,559-56.1% | $6,407-68.8% |
| Admin fee / account holder | $1,164 | $9,725-88.0% | $8,342-86.0% | $12,270-90.5% |