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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 | $143,222 | $91,198+57.0% | $178,503-19.8% | $79,856+79.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 11.04% | 24.20%-13.2pp | 151.12%-140.1pp | 31.71%-20.7pp |
| Employer contribution / active EE | $4,154 | $3,257+27.6% | $5,011-17.1% | $2,471+68.1% |
| Participant deferral / active EE | $2,532 | $3,237-21.8% | $5,202-51.3% | $3,741-32.3% |
| Admin fee / account holder | $3,580 | $6,748-46.9% | $13,987-74.4% | $5,306-32.5% |