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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 | $137,825 | $54,380+153.4% | $68,509+101.2% | $59,633+131.1% |
| Participation rate | 100.0% | 70.2%+29.8pp | 74.7%+25.3pp | 68.7%+31.3pp |
| Annual return | 6.63% | 2.83%+3.8pp | 8.27%-1.6pp | 2041.40%-2034.8pp |
| Employer contribution / active EE | $2,766 | $1,539+79.8% | $2,278+21.4% | $2,203+25.6% |
| Participant deferral / active EE | $11,254 | $2,643+325.8% | $3,382+232.7% | $3,192+252.6% |
| Admin fee / account holder | $2,773 | $3,885-28.6% | $5,275-47.4% | $4,297-35.5% |