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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 | $139,504 | $68,880+102.5% | $120,580+15.7% | $80,959+72.3% |
| Participation rate | 100.0% | 61.7%+38.3pp | 72.0%+28.0pp | 67.7%+32.3pp |
| Annual return | 11.63% | 23.68%-12.0pp | 107.48%-95.8pp | 35.67%-24.0pp |
| Employer contribution / active EE | $13,816 | $2,066+568.6% | $3,469+298.2% | $2,757+401.1% |
| Participant deferral / active EE | $0 | $3,191-100.0% | $4,995-100.0% | $4,300-100.0% |
| Admin fee / account holder | $3,003 | $5,785-48.1% | $9,418-68.1% | $6,925-56.6% |