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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 | $128,685 | $84,236+52.8% | $170,435-24.5% | $70,126+83.5% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 13.94% | 23.06%-9.1pp | 205.94%-192.0pp | 73.15%-59.2pp |
| Employer contribution / active EE | $5,106 | $3,387+50.7% | $5,432-6.0% | $2,343+118.0% |
| Participant deferral / active EE | $3,493 | $3,086+13.2% | $4,939-29.3% | $3,332+4.8% |
| Admin fee / account holder | $2,393 | $5,698-58.0% | $13,881-82.8% | $4,645-48.5% |