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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 | $122,103 | $48,364+152.5% | $71,796+70.1% | $62,881+94.2% |
| Participation rate | 100.0% | 60.6%+39.4pp | 69.1%+30.9pp | 69.3%+30.7pp |
| Annual return | 8.01% | 13.16%-5.2pp | 78.04%-70.0pp | 20.14%-12.1pp |
| Employer contribution / active EE | $2,186 | $1,042+109.8% | $1,924+13.6% | $2,281-4.2% |
| Participant deferral / active EE | $5,236 | $2,091+150.4% | $2,794+87.4% | $3,203+63.5% |
| Admin fee / account holder | $2,420 | $3,771-35.8% | $4,815-49.7% | $4,296-43.7% |