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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 | $91,723 | $49,177+86.5% | $79,467+15.4% | $64,173+42.9% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | 7.97% | -1.16%+9.1pp | 718.30%-710.3pp | 7.63%+0.3pp |
| Employer contribution / active EE | $3,932 | $2,076+89.4% | $2,800+40.4% | $2,381+65.2% |
| Participant deferral / active EE | $6,083 | $2,821+115.6% | $3,704+64.2% | $3,470+75.3% |
| Admin fee / account holder | $9,172 | $3,839+138.9% | $5,104+79.7% | $4,887+87.7% |