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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 | $137,912 | $95,406+44.6% | $185,849-25.8% | $85,847+60.6% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 12.27% | 23.59%-11.3pp | 122.10%-109.8pp | 318.61%-306.3pp |
| Employer contribution / active EE | $2,872 | $3,314-13.3% | $5,169-44.4% | $2,565+11.9% |
| Participant deferral / active EE | $11,587 | $3,424+238.4% | $5,569+108.1% | $3,952+193.2% |
| Admin fee / account holder | $3,051 | $7,214-57.7% | $16,244-81.2% | $6,261-51.3% |