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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 | $137,576 | $91,179+50.9% | $178,499-22.9% | $79,852+72.3% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 16.19% | 24.19%-8.0pp | 151.10%-134.9pp | 31.72%-15.5pp |
| Employer contribution / active EE | $4,078 | $3,256+25.3% | $5,011-18.6% | $2,471+65.0% |
| Participant deferral / active EE | $6,064 | $3,236+87.4% | $5,202+16.6% | $3,740+62.1% |
| Admin fee / account holder | $1,305 | $6,749-80.7% | $13,986-90.7% | $5,306-75.4% |