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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 | $133,588 | $232,540-42.6% | $185,117-27.8% | $147,585-9.5% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 20.41% | 43.03%-22.6pp | 40.50%-20.1pp | 578.58%-558.2pp |
| Employer contribution / active EE | $2,857 | $5,195-45.0% | $4,182-31.7% | $4,876-41.4% |
| Participant deferral / active EE | $5,600 | $5,834-4.0% | $5,045+11.0% | $5,439+3.0% |
| Admin fee / account holder | $2,540 | $10,275-75.3% | $8,159-68.9% | $10,886-76.7% |