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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 | $58,229 | $52,884+10.1% | $84,753-31.3% | $55,167+5.5% |
| Participation rate | 100.0% | 67.5%+32.5pp | 76.6%+23.4pp | 69.0%+31.0pp |
| Annual return | 6.78% | 18.03%-11.3pp | 22.78%-16.0pp | 169.23%-162.5pp |
| Employer contribution / active EE | $4,889 | $2,233+118.9% | $3,574+36.8% | $1,963+149.1% |
| Participant deferral / active EE | $2,126 | $2,644-19.6% | $3,712-42.7% | $3,054-30.4% |
| Admin fee / account holder | $14,858 | $581+2458.6% | $5,333+178.6% | $504+2848.6% |