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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 | $127,410 | $83,337+52.9% | $67,834+87.8% | $273,972-53.5% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 6.31% | 259.45%-253.1pp | 138.47%-132.2pp | 41.46%-35.1pp |
| Employer contribution / active EE | $10,244 | $3,287+211.6% | $2,403+326.3% | $4,869+110.4% |
| Participant deferral / active EE | $5,727 | $4,088+40.1% | $3,160+81.2% | $5,287+8.3% |
| Admin fee / account holder | $24,222 | $6,752+258.7% | $4,622+424.0% | $10,133+139.1% |