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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 | $137,305 | $69,977+96.2% | $108,582+26.5% | $62,881+118.4% |
| Participation rate | 100.0% | 72.9%+27.1pp | 79.6%+20.4pp | 69.3%+30.7pp |
| Annual return | 5.10% | 10.73%-5.6pp | -51.70%+56.8pp | 20.14%-15.0pp |
| Employer contribution / active EE | $7,521 | $2,135+252.3% | $3,758+100.1% | $2,281+229.7% |
| Participant deferral / active EE | $5,371 | $3,165+69.7% | $4,311+24.6% | $3,203+67.7% |
| Admin fee / account holder | $7,240 | $5,076+42.6% | $7,645-5.3% | $4,296+68.5% |