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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 | $120,372 | $48,314+149.1% | $67,561+78.2% | $80,925+48.7% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 12.29% | 18.28%-6.0pp | 3525.44%-3513.2pp | 35.65%-23.4pp |
| Employer contribution / active EE | $2,529 | $2,022+25.1% | $2,735-7.5% | $2,756-8.2% |
| Participant deferral / active EE | $4,011 | $2,927+37.0% | $4,003+0.2% | $4,299-6.7% |
| Admin fee / account holder | $2,159 | $3,690-41.5% | $4,006-46.1% | $6,940-68.9% |