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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 | $142,380 | $64,307+121.4% | $57,349+148.3% | $125,388+13.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | 0.04% | 25.14%-25.1pp | 24.40%-24.4pp | 282.24%-282.2pp |
| Employer contribution / active EE | $3,966 | $3,193+24.2% | $2,689+47.5% | $4,866-18.5% |
| Participant deferral / active EE | $7,690 | $3,847+99.9% | $3,162+143.2% | $5,352+43.7% |
| Admin fee / account holder | $2,430 | $5,242-53.7% | $3,356-27.6% | $9,541-74.5% |