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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 | $126,310 | $70,430+79.3% | $96,572+30.8% | $85,851+47.1% |
| Participation rate | 100.0% | 61.8%+38.2pp | 69.8%+30.2pp | 69.3%+30.7pp |
| Annual return | 11.80% | 18.58%-6.8pp | 37.79%-26.0pp | 318.63%-306.8pp |
| Employer contribution / active EE | $3,073 | $1,413+117.5% | $2,357+30.4% | $2,565+19.8% |
| Participant deferral / active EE | $6,776 | $2,894+134.1% | $3,850+76.0% | $3,952+71.4% |
| Admin fee / account holder | $2,173 | $4,996-56.5% | $6,183-64.9% | $6,261-65.3% |