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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 | $131,306 | $92,219+42.4% | $76,767+71.0% | $135,380-3.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | 10.39% | 5.46%+4.9pp | 2.43%+8.0pp | 519.81%-509.4pp |
| Employer contribution / active EE | $1,730 | $3,216-46.2% | $2,485-30.4% | $4,779-63.8% |
| Participant deferral / active EE | $7,342 | $4,508+62.9% | $3,852+90.6% | $5,609+30.9% |
| Admin fee / account holder | $3,031 | $10,749-71.8% | $6,675-54.6% | $10,828-72.0% |