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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 | $142,838 | $91,198+56.6% | $178,503-20.0% | $79,856+78.9% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 12.34% | 24.20%-11.9pp | 151.12%-138.8pp | 31.71%-19.4pp |
| Employer contribution / active EE | $860 | $3,257-73.6% | $5,011-82.8% | $2,471-65.2% |
| Participant deferral / active EE | $7,322 | $3,237+126.2% | $5,202+40.7% | $3,741+95.7% |
| Admin fee / account holder | $767 | $6,748-88.6% | $13,987-94.5% | $5,306-85.5% |