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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 | $134,729 | $67,823+98.6% | $52,425+157.0% | $137,256-1.8% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 14.15% | 219.11%-205.0pp | 302.12%-288.0pp | 220.34%-206.2pp |
| Employer contribution / active EE | $2,584 | $1,163+122.2% | $914+182.6% | $4,156-37.8% |
| Participant deferral / active EE | $5,340 | $2,288+133.4% | $1,790+198.2% | $6,407-16.7% |
| Admin fee / account holder | $1,063 | $2,844-62.6% | $2,495-57.4% | $12,270-91.3% |