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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 | $123,122 | $69,977+75.9% | $108,582+13.4% | $62,881+95.8% |
| Participation rate | 100.0% | 72.9%+27.1pp | 79.6%+20.4pp | 69.3%+30.7pp |
| Annual return | 6.86% | 10.73%-3.9pp | -51.70%+58.6pp | 20.14%-13.3pp |
| Employer contribution / active EE | $6,528 | $2,135+205.8% | $3,758+73.7% | $2,281+186.2% |
| Participant deferral / active EE | $5,668 | $3,165+79.1% | $4,311+31.5% | $3,203+77.0% |
| Admin fee / account holder | $1,696 | $5,076-66.6% | $7,645-77.8% | $4,296-60.5% |