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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 | $122,154 | $72,177+69.2% | $115,038+6.2% | $59,633+104.8% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | 3.14% | 12.02%-8.9pp | 26.14%-23.0pp | 2041.45%-2038.3pp |
| Employer contribution / active EE | $6,721 | $2,841+136.5% | $4,608+45.9% | $2,203+205.1% |
| Participant deferral / active EE | $10,769 | $4,783+125.2% | $6,026+78.7% | $3,192+237.4% |
| Admin fee / account holder | $7,084 | $4,927+43.8% | $8,175-13.3% | $4,297+64.9% |