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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 | $141,538 | $91,198+55.2% | $178,503-20.7% | $79,856+77.2% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 17.43% | 24.20%-6.8pp | 151.12%-133.7pp | 31.71%-14.3pp |
| Employer contribution / active EE | $3,751 | $3,257+15.2% | $5,011-25.1% | $2,471+51.8% |
| Participant deferral / active EE | $4,927 | $3,237+52.2% | $5,202-5.3% | $3,741+31.7% |
| Admin fee / account holder | $1,142 | $6,748-83.1% | $13,987-91.8% | $5,306-78.5% |