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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 | $119,545 | $58,828+103.2% | $78,002+53.3% | $62,881+90.1% |
| Participation rate | 100.0% | 71.1%+28.9pp | 75.5%+24.5pp | 69.3%+30.7pp |
| Annual return | 5.86% | 17.16%-11.3pp | 425.99%-420.1pp | 20.14%-14.3pp |
| Employer contribution / active EE | $6,303 | $1,672+277.0% | $2,470+155.1% | $2,281+176.3% |
| Participant deferral / active EE | $4,205 | $2,686+56.6% | $3,497+20.2% | $3,203+31.3% |
| Admin fee / account holder | $7,237 | $4,393+64.7% | $5,481+32.0% | $4,296+68.5% |