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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 | $88,840 | $58,828+51.0% | $78,002+13.9% | $62,881+41.3% |
| Participation rate | 100.0% | 71.1%+28.9pp | 75.5%+24.5pp | 69.3%+30.7pp |
| Annual return | 6.89% | 17.16%-10.3pp | 425.99%-419.1pp | 20.14%-13.3pp |
| Employer contribution / active EE | $5,154 | $1,672+208.3% | $2,470+108.6% | $2,281+126.0% |
| Participant deferral / active EE | $6,350 | $2,686+136.5% | $3,497+81.6% | $3,203+98.3% |
| Admin fee / account holder | $8,129 | $4,393+85.0% | $5,481+48.3% | $4,296+89.2% |