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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 | $120,138 | $91,198+31.7% | $178,503-32.7% | $79,856+50.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 11.24% | 24.20%-13.0pp | 151.12%-139.9pp | 31.71%-20.5pp |
| Employer contribution / active EE | $4,648 | $3,257+42.7% | $5,011-7.2% | $2,471+88.1% |
| Participant deferral / active EE | $3,314 | $3,237+2.4% | $5,202-36.3% | $3,741-11.4% |
| Admin fee / account holder | $803 | $6,748-88.1% | $13,987-94.3% | $5,306-84.9% |