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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 | $142,822 | $48,078+197.1% | $78,676+81.5% | $62,881+127.1% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 8.25% | 31.36%-23.1pp | 62.19%-53.9pp | 20.14%-11.9pp |
| Employer contribution / active EE | $3,223 | $2,015+60.0% | $2,850+13.1% | $2,281+41.3% |
| Participant deferral / active EE | $6,377 | $2,587+146.5% | $3,517+81.3% | $3,203+99.1% |
| Admin fee / account holder | $2,403 | $3,206-25.0% | $4,510-46.7% | $4,296-44.1% |