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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 | $138,680 | $51,638+168.6% | $68,368+102.8% | $82,448+68.2% |
| Participation rate | 100.0% | 63.6%+36.4pp | 73.8%+26.2pp | 68.1%+31.9pp |
| Annual return | 13.61% | 37.53%-23.9pp | 292.57%-279.0pp | 41.64%-28.0pp |
| Employer contribution / active EE | $4,699 | $2,047+129.6% | $2,649+77.4% | $2,551+84.2% |
| Participant deferral / active EE | $5,996 | $2,914+105.8% | $4,123+45.4% | $4,139+44.9% |
| Admin fee / account holder | $7,649 | $4,643+64.7% | $5,150+48.5% | $7,234+5.7% |