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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 | $138,309 | $55,713+148.3% | $75,901+82.2% | $72,975+89.5% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.3%+30.7pp | 69.5%+30.5pp |
| Annual return | 24.16% | 27.60%-3.4pp | 30.76%-6.6pp | 81.01%-56.9pp |
| Employer contribution / active EE | $6,637 | $1,687+293.4% | $2,501+165.4% | $2,440+172.0% |
| Participant deferral / active EE | $8,123 | $2,634+208.4% | $3,603+125.4% | $3,608+125.1% |
| Admin fee / account holder | $4,210 | $3,980+5.8% | $5,420-22.3% | $5,124-17.8% |