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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 | $131,829 | $63,703+106.9% | $93,063+41.7% | $82,448+59.9% |
| Participation rate | 100.0% | 63.8%+36.2pp | 72.1%+27.9pp | 68.1%+31.9pp |
| Annual return | 15.14% | -775.43%+790.6pp | 34.15%-19.0pp | 41.64%-26.5pp |
| Employer contribution / active EE | $2,251 | $1,729+30.2% | $2,476-9.1% | $2,551-11.8% |
| Participant deferral / active EE | $6,235 | $2,919+113.6% | $3,958+57.5% | $4,139+50.6% |
| Admin fee / account holder | $61,621 | $5,982+930.1% | $6,033+921.4% | $7,234+751.8% |