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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 | $78,786 | $67,823+16.2% | $52,425+50.3% | $137,256-42.6% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 12.98% | 219.11%-206.1pp | 302.12%-289.1pp | 220.34%-207.4pp |
| Employer contribution / active EE | $2,342 | $1,163+101.3% | $914+156.1% | $4,156-43.7% |
| Participant deferral / active EE | $2,954 | $2,288+29.1% | $1,790+65.0% | $6,407-53.9% |
| Admin fee / account holder | $5,265 | $2,844+85.1% | $2,495+111.0% | $12,270-57.1% |