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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 | $99,010 | $65,027+52.3% | $90,970+8.8% | $79,852+24.0% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 16.67% | 30.45%-13.8pp | 134.58%-117.9pp | 31.72%-15.0pp |
| Employer contribution / active EE | $3,662 | $1,247+193.6% | $2,122+72.5% | $2,471+48.2% |
| Participant deferral / active EE | $6,816 | $2,512+171.3% | $3,373+102.1% | $3,740+82.2% |
| Admin fee / account holder | $7,041 | $4,535+55.2% | $5,960+18.1% | $5,306+32.7% |