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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 | $147,104 | $71,057+107.0% | $93,654+57.1% | $80,874+81.9% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.6%+32.4pp |
| Annual return | 11.19% | 11.26%-0.1pp | 133.34%-122.2pp | 35.62%-24.4pp |
| Employer contribution / active EE | $7,605 | $1,564+386.3% | $2,421+214.2% | $2,756+176.0% |
| Participant deferral / active EE | $8,573 | $4,034+112.5% | $4,413+94.3% | $4,297+99.5% |
| Admin fee / account holder | $3,104 | $6,944-55.3% | $8,282-62.5% | $6,935-55.2% |