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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 | $53,273 | $49,177+8.3% | $79,467-33.0% | $64,173-17.0% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | 7.97% | -1.16%+9.1pp | 718.30%-710.3pp | 7.63%+0.3pp |
| Employer contribution / active EE | $10,420 | $2,076+401.8% | $2,800+272.1% | $2,381+337.7% |
| Participant deferral / active EE | $3,945 | $2,821+39.8% | $3,704+6.5% | $3,470+13.7% |
| Admin fee / account holder | $1,143 | $3,839-70.2% | $5,104-77.6% | $4,887-76.6% |