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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 | $120,507 | $99,032+21.7% | $80,022+50.6% | $135,379-11.0% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | 2.39% | 15.39%-13.0pp | 11.22%-8.8pp | 519.79%-517.4pp |
| Employer contribution / active EE | $19,159 | $3,043+529.5% | $2,468+676.3% | $4,779+300.9% |
| Participant deferral / active EE | $13,611 | $4,282+217.9% | $3,686+269.3% | $5,609+142.7% |
| Admin fee / account holder | $3,191 | $10,436-69.4% | $6,521-51.1% | $10,828-70.5% |