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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 | $161,873 | $71,215+127.3% | $93,696+72.8% | $80,935+100.0% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.7%+32.3pp |
| Annual return | 15.40% | 11.27%+4.1pp | 133.74%-118.3pp | 35.66%-20.3pp |
| Employer contribution / active EE | $6,681 | $1,565+326.9% | $2,422+175.9% | $2,757+142.3% |
| Participant deferral / active EE | $7,654 | $4,037+89.6% | $4,417+73.3% | $4,299+78.0% |
| Admin fee / account holder | $2,096 | $6,958-69.9% | $8,287-74.7% | $6,924-69.7% |