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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 | $134,294 | $95,406+40.8% | $185,849-27.7% | $85,847+56.4% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 18.20% | 23.59%-5.4pp | 122.10%-103.9pp | 318.61%-300.4pp |
| Employer contribution / active EE | $2,365 | $3,314-28.6% | $5,169-54.2% | $2,565-7.8% |
| Participant deferral / active EE | $5,240 | $3,424+53.0% | $5,569-5.9% | $3,952+32.6% |
| Admin fee / account holder | $5,941 | $7,214-17.7% | $16,244-63.4% | $6,261-5.1% |