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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 | $167,346 | $72,404+131.1% | $110,243+51.8% | $64,173+160.8% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 7.31% | -6.29%+13.6pp | 314.76%-307.5pp | 7.63%-0.3pp |
| Employer contribution / active EE | $8,078 | $2,282+254.1% | $3,827+111.1% | $2,381+239.3% |
| Participant deferral / active EE | $3,252 | $3,469-6.3% | $4,672-30.4% | $3,470-6.3% |
| Admin fee / account holder | $6,070 | $5,664+7.2% | $8,548-29.0% | $4,887+24.2% |