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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 | $149,803 | $69,977+114.1% | $108,582+38.0% | $62,881+138.2% |
| Participation rate | 100.0% | 72.9%+27.1pp | 79.6%+20.4pp | 69.3%+30.7pp |
| Annual return | 8.73% | 10.73%-2.0pp | -51.70%+60.4pp | 20.14%-11.4pp |
| Employer contribution / active EE | $6,538 | $2,135+206.2% | $3,758+74.0% | $2,281+186.6% |
| Participant deferral / active EE | $6,533 | $3,165+106.4% | $4,311+51.6% | $3,203+104.0% |
| Admin fee / account holder | $4,631 | $5,076-8.8% | $7,645-39.4% | $4,296+7.8% |