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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 | $135,850 | $49,239+175.9% | $70,462+92.8% | $79,858+70.1% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 16.75% | 30.08%-13.3pp | 109.08%-92.3pp | 31.72%-15.0pp |
| Employer contribution / active EE | $6,623 | $2,100+215.4% | $2,737+141.9% | $2,471+168.0% |
| Participant deferral / active EE | $6,794 | $2,769+145.4% | $3,710+83.2% | $3,740+81.7% |
| Admin fee / account holder | $2,282 | $2,876-20.7% | $3,845-40.7% | $5,306-57.0% |