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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 | $135,810 | $83,337+63.0% | $67,834+100.2% | $273,972-50.4% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 4.52% | 259.45%-254.9pp | 138.47%-134.0pp | 41.46%-36.9pp |
| Employer contribution / active EE | $6,848 | $3,287+108.3% | $2,403+185.0% | $4,869+40.7% |
| Participant deferral / active EE | $5,220 | $4,088+27.7% | $3,160+65.2% | $5,287-1.3% |
| Admin fee / account holder | $2,084 | $6,752-69.1% | $4,622-54.9% | $10,133-79.4% |