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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 | $85,653 | $69,977+22.4% | $108,582-21.1% | $62,881+36.2% |
| Participation rate | 100.0% | 72.9%+27.1pp | 79.6%+20.4pp | 69.3%+30.7pp |
| Annual return | 7.30% | 10.73%-3.4pp | -51.70%+59.0pp | 20.14%-12.8pp |
| Employer contribution / active EE | $2,925 | $2,135+37.0% | $3,758-22.2% | $2,281+28.3% |
| Participant deferral / active EE | $6,109 | $3,165+93.0% | $4,311+41.7% | $3,203+90.7% |
| Admin fee / account holder | $10,241 | $5,076+101.7% | $7,645+33.9% | $4,296+138.4% |