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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 | $129,897 | $77,901+66.7% | $149,717-13.2% | $75,181+72.8% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 15.67% | 31.73%-16.1pp | 134.41%-118.7pp | 160.69%-145.0pp |
| Employer contribution / active EE | $1,545 | $3,137-50.7% | $4,820-67.9% | $2,671-42.1% |
| Participant deferral / active EE | $4,150 | $3,411+21.7% | $5,682-27.0% | $4,126+0.6% |
| Admin fee / account holder | $9,352 | $5,949+57.2% | $13,213-29.2% | $5,650+65.5% |