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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 | $121,113 | $48,364+150.4% | $71,796+68.7% | $62,881+92.6% |
| Participation rate | 100.0% | 60.6%+39.4pp | 69.1%+30.9pp | 69.3%+30.7pp |
| Annual return | 6.50% | 13.16%-6.7pp | 78.04%-71.5pp | 20.14%-13.6pp |
| Employer contribution / active EE | $2,757 | $1,042+164.6% | $1,924+43.2% | $2,281+20.9% |
| Participant deferral / active EE | $1,823 | $2,091-12.8% | $2,794-34.8% | $3,203-43.1% |
| Admin fee / account holder | $6,864 | $3,771+82.0% | $4,815+42.6% | $4,296+59.8% |