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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 | $113,923 | $47,848+138.1% | $81,473+39.8% | $70,126+62.5% |
| Participation rate | 100.0% | 58.3%+41.7pp | 68.0%+32.0pp | 69.5%+30.5pp |
| Annual return | 16.34% | 27.25%-10.9pp | 38.78%-22.4pp | 73.15%-56.8pp |
| Employer contribution / active EE | $6,791 | $1,527+344.7% | $2,568+164.5% | $2,343+189.9% |
| Participant deferral / active EE | $6,344 | $2,453+158.6% | $3,537+79.4% | $3,332+90.4% |
| Admin fee / account holder | $11,322 | $3,145+260.0% | $4,561+148.2% | $4,645+143.7% |