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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 | $144,423 | $93,346+54.7% | $71,796+101.2% | $273,970-47.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 6.66% | 130.39%-123.7pp | 78.04%-71.4pp | 41.46%-34.8pp |
| Employer contribution / active EE | $7,585 | $2,733+177.5% | $1,924+294.2% | $4,869+55.8% |
| Participant deferral / active EE | $10,764 | $3,475+209.7% | $2,794+285.2% | $5,287+103.6% |
| Admin fee / account holder | $437 | $6,571-93.4% | $4,815-90.9% | $10,132-95.7% |