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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 | $126,417 | $69,977+80.7% | $108,582+16.4% | $62,881+101.0% |
| Participation rate | 100.0% | 72.9%+27.1pp | 79.6%+20.4pp | 69.3%+30.7pp |
| Annual return | 5.32% | 10.73%-5.4pp | -51.70%+57.0pp | 20.14%-14.8pp |
| Employer contribution / active EE | $6,721 | $2,135+214.8% | $3,758+78.8% | $2,281+194.6% |
| Participant deferral / active EE | $2,414 | $3,165-23.7% | $4,311-44.0% | $3,203-24.6% |
| Admin fee / account holder | $10,657 | $5,076+109.9% | $7,645+39.4% | $4,296+148.1% |