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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 | $138,692 | $88,707+56.3% | $74,184+87.0% | $273,972-49.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 3.35% | 11.94%-8.6pp | 17.74%-14.4pp | 41.46%-38.1pp |
| Employer contribution / active EE | $11,660 | $3,159+269.1% | $2,370+392.0% | $4,869+139.5% |
| Participant deferral / active EE | $7,490 | $4,212+77.8% | $3,550+111.0% | $5,287+41.7% |
| Admin fee / account holder | $71,232 | $8,717+717.2% | $5,586+1175.3% | $10,133+603.0% |