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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 | $148,165 | $65,027+127.9% | $90,970+62.9% | $79,852+85.6% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 14.08% | 30.45%-16.4pp | 134.58%-120.5pp | 31.72%-17.6pp |
| Employer contribution / active EE | $3,128 | $1,247+150.8% | $2,122+47.4% | $2,471+26.6% |
| Participant deferral / active EE | $7,135 | $2,512+184.0% | $3,373+111.5% | $3,740+90.7% |
| Admin fee / account holder | $6,261 | $4,535+38.0% | $5,960+5.0% | $5,306+18.0% |