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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 | $128,190 | $64,307+99.3% | $57,347+123.5% | $125,393+2.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | 1.84% | 25.14%-23.3pp | 24.40%-22.6pp | 282.23%-280.4pp |
| Employer contribution / active EE | $3,015 | $3,193-5.6% | $2,689+12.2% | $4,866-38.0% |
| Participant deferral / active EE | $2,952 | $3,847-23.3% | $3,162-6.6% | $5,351-44.8% |
| Admin fee / account holder | $15,836 | $5,242+202.1% | $3,356+371.9% | $9,541+66.0% |