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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 | $169,804 | $102,385+65.8% | $147,080+15.4% | $80,935+109.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 14.87% | 135.09%-120.2pp | 420.17%-405.3pp | 35.66%-20.8pp |
| Employer contribution / active EE | $2,216 | $3,717-40.4% | $4,933-55.1% | $2,757-19.6% |
| Participant deferral / active EE | $3,434 | $6,651-48.4% | $8,066-57.4% | $4,299-20.1% |
| Admin fee / account holder | $1,325 | $7,951-83.3% | $12,989-89.8% | $6,924-80.9% |