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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 | $146,144 | $93,346+56.6% | $71,796+103.6% | $273,972-46.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 8.27% | 130.39%-122.1pp | 78.04%-69.8pp | 41.46%-33.2pp |
| Employer contribution / active EE | $1,307 | $2,733-52.2% | $1,924-32.1% | $4,869-73.2% |
| Participant deferral / active EE | $6,000 | $3,475+72.7% | $2,794+114.7% | $5,287+13.5% |
| Admin fee / account holder | $591 | $6,571-91.0% | $4,815-87.7% | $10,133-94.2% |