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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 | $149,276 | $49,177+203.6% | $79,476+87.8% | $64,181+132.6% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | 9.70% | -1.16%+10.9pp | 718.21%-708.5pp | 7.63%+2.1pp |
| Employer contribution / active EE | $3,869 | $2,076+86.3% | $2,800+38.2% | $2,381+62.5% |
| Participant deferral / active EE | $5,481 | $2,821+94.3% | $3,704+48.0% | $3,470+58.0% |
| Admin fee / account holder | $36,458 | $3,839+849.7% | $5,113+613.0% | $4,887+646.0% |