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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 | $138,850 | $58,311+138.1% | $81,882+69.6% | $80,959+71.5% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 13.73% | 41.85%-28.1pp | 779.47%-765.7pp | 35.67%-21.9pp |
| Employer contribution / active EE | $1,754 | $2,347-25.3% | $2,916-39.8% | $2,757-36.4% |
| Participant deferral / active EE | $2,529 | $3,287-23.1% | $4,323-41.5% | $4,300-41.2% |
| Admin fee / account holder | $10,400 | $4,752+118.8% | $7,360+41.3% | $6,925+50.2% |