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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 | $117,076 | $80,674+45.1% | $119,126-1.7% | $64,340+82.0% |
| Participation rate | 100.0% | 55.2%+44.8pp | 75.8%+24.2pp | 55.2%+44.8pp |
| Annual return | 11.90% | 26.86%-15.0pp | 282.11%-270.2pp | 24.14%-12.2pp |
| Employer contribution / active EE | $3,667 | $2,564+43.0% | $4,034-9.1% | $1,862+97.0% |
| Participant deferral / active EE | $8,590 | $3,053+181.3% | $5,318+61.5% | $2,980+188.2% |
| Admin fee / account holder | $7,671 | $4,559+68.3% | $10,693-28.3% | $3,703+107.2% |