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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 | $128,766 | $45,050+185.8% | $63,018+104.3% | $70,126+83.6% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 12.30% | 18.76%-6.5pp | 87.62%-75.3pp | 73.15%-60.9pp |
| Employer contribution / active EE | $2,884 | $2,052+40.5% | $2,761+4.5% | $2,343+23.1% |
| Participant deferral / active EE | $6,516 | $2,466+164.3% | $3,330+95.7% | $3,332+95.6% |
| Admin fee / account holder | $8,931 | $2,834+215.2% | $3,601+148.0% | $4,645+92.3% |