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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 | $83,044 | $47,944+73.2% | $67,834+22.4% | $62,881+32.1% |
| Participation rate | 100.0% | 61.1%+38.9pp | 68.8%+31.2pp | 69.3%+30.7pp |
| Annual return | 7.37% | 11.77%-4.4pp | 138.47%-131.1pp | 20.14%-12.8pp |
| Employer contribution / active EE | $6,479 | $1,562+314.8% | $2,403+169.6% | $2,281+184.1% |
| Participant deferral / active EE | $6,306 | $2,247+180.7% | $3,160+99.6% | $3,203+96.9% |
| Admin fee / account holder | $2,863 | $3,712-22.9% | $4,622-38.1% | $4,296-33.4% |