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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 | $93,889 | $58,828+59.6% | $78,002+20.4% | $62,881+49.3% |
| Participation rate | 100.0% | 71.1%+28.9pp | 75.5%+24.5pp | 69.3%+30.7pp |
| Annual return | 9.04% | 17.16%-8.1pp | 425.99%-416.9pp | 20.14%-11.1pp |
| Employer contribution / active EE | $2,090 | $1,672+25.1% | $2,470-15.4% | $2,281-8.4% |
| Participant deferral / active EE | $6,134 | $2,686+128.4% | $3,497+75.4% | $3,203+91.5% |
| Admin fee / account holder | $479 | $4,393-89.1% | $5,481-91.3% | $4,296-88.9% |