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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 | $119,841 | $83,337+43.8% | $67,834+76.7% | $273,972-56.3% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 6.53% | 259.45%-252.9pp | 138.47%-131.9pp | 41.46%-34.9pp |
| Employer contribution / active EE | $4,699 | $3,287+42.9% | $2,403+95.5% | $4,869-3.5% |
| Participant deferral / active EE | $13,968 | $4,088+241.7% | $3,160+342.1% | $5,287+164.2% |
| Admin fee / account holder | $1,564 | $6,752-76.8% | $4,622-66.2% | $10,133-84.6% |