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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 | $125,518 | $59,111+112.3% | $86,451+45.2% | $68,490+83.3% |
| Participation rate | 92.3% | 75.2%+17.1pp | 80.3%+12.0pp | 67.9%+24.4pp |
| Annual return | 2.75% | -0.22%+3.0pp | 4398.51%-4395.8pp | -7.85%+10.6pp |
| Employer contribution / active EE | $10,320 | $2,519+309.7% | $3,770+173.8% | $2,597+297.4% |
| Participant deferral / active EE | $0 | $5,900-100.0% | $6,953-100.0% | $4,028-100.0% |
| Admin fee / account holder | $6,875 | $5,640+21.9% | $6,734+2.1% | $5,403+27.2% |