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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 | $140,534 | $73,955+90.0% | $96,520+45.6% | $75,181+86.9% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 13.89% | 26.72%-12.8pp | 35.72%-21.8pp | 160.69%-146.8pp |
| Employer contribution / active EE | $6,757 | $2,930+130.6% | $3,739+80.7% | $2,671+153.0% |
| Participant deferral / active EE | $0 | $3,659-100.0% | $4,879-100.0% | $4,126-100.0% |
| Admin fee / account holder | $12,456 | $5,217+138.8% | $6,733+85.0% | $5,650+120.5% |