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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 | $141,252 | $73,863+91.2% | $143,797-1.8% | $68,490+106.2% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | 3.21% | 0.91%+2.3pp | -0.04%+3.2pp | -7.85%+11.1pp |
| Employer contribution / active EE | $9,122 | $3,185+186.4% | $4,952+84.2% | $2,597+251.3% |
| Participant deferral / active EE | $8,193 | $3,385+142.0% | $5,638+45.3% | $4,028+103.4% |
| Admin fee / account holder | $3,523 | $5,756-38.8% | $14,679-76.0% | $5,403-34.8% |