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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 | $128,763 | $70,418+82.9% | $96,570+33.3% | $85,847+50.0% |
| Participation rate | 100.0% | 61.8%+38.2pp | 69.8%+30.2pp | 69.3%+30.7pp |
| Annual return | 14.64% | 18.59%-3.9pp | 37.79%-23.2pp | 318.61%-304.0pp |
| Employer contribution / active EE | $6,076 | $1,413+329.9% | $2,357+157.7% | $2,565+136.8% |
| Participant deferral / active EE | $7,263 | $2,894+151.0% | $3,849+88.7% | $3,952+83.8% |
| Admin fee / account holder | $5,988 | $4,995+19.9% | $6,182-3.1% | $6,261-4.4% |