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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 | $135,666 | $69,977+93.9% | $108,582+24.9% | $62,881+115.8% |
| Participation rate | 100.0% | 72.9%+27.1pp | 79.6%+20.4pp | 69.3%+30.7pp |
| Annual return | 6.10% | 10.73%-4.6pp | -51.70%+57.8pp | 20.14%-14.0pp |
| Employer contribution / active EE | $8,292 | $2,135+288.4% | $3,758+120.6% | $2,281+263.5% |
| Participant deferral / active EE | $4,063 | $3,165+28.4% | $4,311-5.8% | $3,203+26.8% |
| Admin fee / account holder | $4,441 | $5,076-12.5% | $7,645-41.9% | $4,296+3.4% |