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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 | $127,310 | $48,364+163.2% | $71,796+77.3% | $62,881+102.5% |
| Participation rate | 100.0% | 60.6%+39.4pp | 69.1%+30.9pp | 69.3%+30.7pp |
| Annual return | 7.96% | 13.16%-5.2pp | 78.04%-70.1pp | 20.14%-12.2pp |
| Employer contribution / active EE | $6,533 | $1,042+527.0% | $1,924+239.5% | $2,281+186.4% |
| Participant deferral / active EE | $6,082 | $2,091+190.8% | $2,794+117.7% | $3,203+89.9% |
| Admin fee / account holder | $1,786 | $3,771-52.6% | $4,815-62.9% | $4,296-58.4% |