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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 | $133,001 | $72,404+83.7% | $110,243+20.6% | $64,173+107.3% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 13.04% | -6.29%+19.3pp | 314.76%-301.7pp | 7.63%+5.4pp |
| Employer contribution / active EE | $5,357 | $2,282+134.8% | $3,827+40.0% | $2,381+125.0% |
| Participant deferral / active EE | $3,001 | $3,469-13.5% | $4,672-35.8% | $3,470-13.5% |
| Admin fee / account holder | $14,987 | $5,664+164.6% | $8,548+75.3% | $4,887+206.6% |