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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 | $142,528 | $69,977+103.7% | $108,582+31.3% | $62,881+126.7% |
| Participation rate | 100.0% | 72.9%+27.1pp | 79.6%+20.4pp | 69.3%+30.7pp |
| Annual return | 6.34% | 10.73%-4.4pp | -51.70%+58.0pp | 20.14%-13.8pp |
| Employer contribution / active EE | $4,083 | $2,135+91.3% | $3,758+8.6% | $2,281+79.0% |
| Participant deferral / active EE | $4,580 | $3,165+44.7% | $4,311+6.2% | $3,203+43.0% |
| Admin fee / account holder | $8,657 | $5,076+70.5% | $7,645+13.2% | $4,296+101.5% |