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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 | $126,640 | $48,327+162.0% | $67,575+87.4% | $80,935+56.5% |
| Participation rate | 76.0% | 66.4%+9.6pp | 72.9%+3.1pp | 67.7%+8.3pp |
| Annual return | 16.59% | 18.31%-1.7pp | 3528.98%-3512.4pp | 35.66%-19.1pp |
| Employer contribution / active EE | $7,145 | $2,022+253.3% | $2,736+161.2% | $2,757+159.2% |
| Participant deferral / active EE | $0 | $2,927-100.0% | $4,003-100.0% | $4,299-100.0% |
| Admin fee / account holder | $3,069 | $3,692-16.9% | $3,993-23.1% | $6,924-55.7% |