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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 | $136,774 | $48,078+184.5% | $78,676+73.8% | $62,881+117.5% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 6.63% | 31.36%-24.7pp | 62.19%-55.6pp | 20.14%-13.5pp |
| Employer contribution / active EE | $4,443 | $2,015+120.5% | $2,850+55.9% | $2,281+94.8% |
| Participant deferral / active EE | $6,299 | $2,587+143.5% | $3,517+79.1% | $3,203+96.7% |
| Admin fee / account holder | $6,991 | $3,206+118.1% | $4,510+55.0% | $4,296+62.7% |