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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 | $101,979 | $48,337+111.0% | $67,560+50.9% | $80,959+26.0% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 27.13% | 18.26%+8.9pp | 3533.50%-3506.4pp | 35.67%-8.5pp |
| Employer contribution / active EE | $2,855 | $2,023+41.2% | $2,737+4.3% | $2,757+3.6% |
| Participant deferral / active EE | $4,258 | $2,928+45.4% | $4,004+6.3% | $4,300-1.0% |
| Admin fee / account holder | $5,278 | $3,695+42.8% | $3,994+32.1% | $6,925-23.8% |