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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 | $143,497 | $46,732+207.1% | $156,551-8.3% | $55,167+160.1% |
| Participation rate | 100.0% | 65.8%+34.2pp | 84.0%+16.0pp | 69.0%+31.0pp |
| Annual return | 6.28% | 17.72%-11.4pp | 32.23%-25.9pp | 169.23%-163.0pp |
| Employer contribution / active EE | $3,435 | $2,105+63.2% | $5,501-37.6% | $1,963+75.0% |
| Participant deferral / active EE | $6,600 | $2,204+199.4% | $4,871+35.5% | $3,054+116.1% |
| Admin fee / account holder | $4,852 | $418+1059.8% | $13,028-62.8% | $504+862.9% |