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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 | $88,633 | $50,554+75.3% | $67,681+31.0% | $87,485+1.3% |
| Participation rate | 100.0% | 67.7%+32.3pp | 73.7%+26.3pp | 68.9%+31.1pp |
| Annual return | 11.60% | 17.81%-6.2pp | 590.58%-579.0pp | 26.06%-14.5pp |
| Employer contribution / active EE | $3,125 | $1,988+57.2% | $2,678+16.7% | $2,596+20.4% |
| Participant deferral / active EE | $4,936 | $2,961+66.7% | $3,976+24.2% | $4,274+15.5% |
| Admin fee / account holder | $1,271 | $4,132-69.2% | $6,100-79.2% | $7,775-83.7% |