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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 | $136,280 | $48,364+181.8% | $71,796+89.8% | $62,881+116.7% |
| Participation rate | 100.0% | 60.6%+39.4pp | 69.1%+30.9pp | 69.3%+30.7pp |
| Annual return | 5.56% | 13.16%-7.6pp | 78.04%-72.5pp | 20.14%-14.6pp |
| Employer contribution / active EE | $7,837 | $1,042+652.2% | $1,924+307.2% | $2,281+243.6% |
| Participant deferral / active EE | $4,524 | $2,091+116.3% | $2,794+61.9% | $3,203+41.2% |
| Admin fee / account holder | $4,613 | $3,771+22.3% | $4,815-4.2% | $4,296+7.4% |