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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 | $133,629 | $70,418+89.8% | $96,570+38.4% | $85,847+55.7% |
| Participation rate | 100.0% | 61.8%+38.2pp | 69.8%+30.2pp | 69.3%+30.7pp |
| Annual return | 12.20% | 18.59%-6.4pp | 37.79%-25.6pp | 318.61%-306.4pp |
| Employer contribution / active EE | $5,952 | $1,413+321.1% | $2,357+152.5% | $2,565+132.0% |
| Participant deferral / active EE | $5,209 | $2,894+80.0% | $3,849+35.3% | $3,952+31.8% |
| Admin fee / account holder | $3,369 | $4,995-32.6% | $6,182-45.5% | $6,261-46.2% |