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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 | $153,823 | $47,944+220.8% | $67,834+126.8% | $62,881+144.6% |
| Participation rate | 100.0% | 61.1%+38.9pp | 68.8%+31.2pp | 69.3%+30.7pp |
| Annual return | 6.90% | 11.77%-4.9pp | 138.47%-131.6pp | 20.14%-13.2pp |
| Employer contribution / active EE | $7,955 | $1,562+409.3% | $2,403+231.0% | $2,281+248.8% |
| Participant deferral / active EE | $5,262 | $2,247+134.2% | $3,160+66.5% | $3,203+64.3% |
| Admin fee / account holder | $3,051 | $3,712-17.8% | $4,622-34.0% | $4,296-29.0% |