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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 | $83,510 | $48,364+72.7% | $71,796+16.3% | $62,881+32.8% |
| Participation rate | 100.0% | 60.6%+39.4pp | 69.1%+30.9pp | 69.3%+30.7pp |
| Annual return | 6.42% | 13.16%-6.7pp | 78.04%-71.6pp | 20.14%-13.7pp |
| Employer contribution / active EE | $1,009 | $1,042-3.2% | $1,924-47.6% | $2,281-55.8% |
| Participant deferral / active EE | $4,323 | $2,091+106.7% | $2,794+54.7% | $3,203+35.0% |
| Admin fee / account holder | $8,657 | $3,771+129.6% | $4,815+79.8% | $4,296+101.5% |