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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 | $91,953 | $47,848+92.2% | $81,473+12.9% | $70,126+31.1% |
| Participation rate | 100.0% | 58.3%+41.7pp | 68.0%+32.0pp | 69.5%+30.5pp |
| Annual return | 14.92% | 27.25%-12.3pp | 38.78%-23.9pp | 73.15%-58.2pp |
| Employer contribution / active EE | $6,413 | $1,527+319.9% | $2,568+149.7% | $2,343+173.8% |
| Participant deferral / active EE | $3,664 | $2,453+49.4% | $3,537+3.6% | $3,332+10.0% |
| Admin fee / account holder | $946 | $3,145-69.9% | $4,561-79.3% | $4,645-79.6% |