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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 | $48,277+111.2% | $67,511+51.1% | $80,874+26.1% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 27.13% | 18.27%+8.9pp | 3517.41%-3490.3pp | 35.62%-8.5pp |
| Employer contribution / active EE | $2,855 | $2,021+41.3% | $2,733+4.5% | $2,756+3.6% |
| Participant deferral / active EE | $4,258 | $2,926+45.5% | $4,000+6.4% | $4,297-0.9% |
| Admin fee / account holder | $5,278 | $3,687+43.1% | $3,999+32.0% | $6,935-23.9% |