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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 | $139,807 | $116,167+20.3% | $64,489+116.8% | $137,256+1.9% |
| Participation rate | 100.0% | 68.2%+31.8pp | 67.7%+32.3pp | 80.0%+20.0pp |
| Annual return | 9.33% | 36.55%-27.2pp | 55.03%-45.7pp | 220.34%-211.0pp |
| Employer contribution / active EE | $1,743 | $2,483-29.8% | $1,523+14.4% | $4,156-58.1% |
| Participant deferral / active EE | $3,083 | $4,215-26.9% | $2,778+11.0% | $6,407-51.9% |
| Admin fee / account holder | $4,079 | $6,188-34.1% | $4,260-4.2% | $12,270-66.8% |