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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 | $107,689 | $47,944+124.6% | $67,834+58.8% | $62,881+71.3% |
| Participation rate | 96.9% | 61.1%+35.8pp | 68.8%+28.1pp | 69.3%+27.6pp |
| Annual return | 6.69% | 11.77%-5.1pp | 138.47%-131.8pp | 20.14%-13.5pp |
| Employer contribution / active EE | $6,599 | $1,562+322.4% | $2,403+174.6% | $2,281+189.3% |
| Participant deferral / active EE | $5,364 | $2,247+138.7% | $3,160+69.7% | $3,203+67.5% |
| Admin fee / account holder | $600 | $3,712-83.8% | $4,622-87.0% | $4,296-86.0% |