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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 | $129,972 | $65,712+97.8% | $57,196+127.2% | $273,972-52.6% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 6.38% | 22.01%-15.6pp | 14.59%-8.2pp | 41.46%-35.1pp |
| Employer contribution / active EE | $9,751 | $3,280+197.3% | $2,683+263.4% | $4,869+100.3% |
| Participant deferral / active EE | $6,315 | $3,782+67.0% | $3,096+104.0% | $5,287+19.4% |
| Admin fee / account holder | $7,385 | $4,838+52.7% | $3,141+135.2% | $10,133-27.1% |