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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 | $136,222 | $95,415+42.8% | $185,851-26.7% | $85,851+58.7% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 12.03% | 23.59%-11.6pp | 122.11%-110.1pp | 318.63%-306.6pp |
| Employer contribution / active EE | $4,208 | $3,314+27.0% | $5,168-18.6% | $2,565+64.0% |
| Participant deferral / active EE | $8,524 | $3,424+149.0% | $5,569+53.1% | $3,952+115.7% |
| Admin fee / account holder | $8,326 | $7,215+15.4% | $16,245-48.8% | $6,261+33.0% |