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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 | $123,910 | $71,215+74.0% | $93,696+32.2% | $80,935+53.1% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.7%+32.3pp |
| Annual return | 13.25% | 11.27%+2.0pp | 133.74%-120.5pp | 35.66%-22.4pp |
| Employer contribution / active EE | $6,543 | $1,565+318.0% | $2,422+170.2% | $2,757+137.3% |
| Participant deferral / active EE | $6,548 | $4,037+62.2% | $4,417+48.2% | $4,299+52.3% |
| Admin fee / account holder | $10,744 | $6,958+54.4% | $8,287+29.7% | $6,924+55.2% |