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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 | $240,987 | $55,457+334.5% | $77,361+211.5% | $94,015+156.3% |
| Participation rate | 100.0% | 69.8%+30.2pp | 75.0%+25.0pp | 70.8%+29.2pp |
| Annual return | 10.48% | 15.57%-5.1pp | 1011.54%-1001.1pp | 17.84%-7.4pp |
| Employer contribution / active EE | $4,622 | $2,255+105.0% | $2,990+54.6% | $2,790+65.6% |
| Participant deferral / active EE | $7,136 | $3,069+132.5% | $3,911+82.5% | $4,249+67.9% |
| Admin fee / account holder | $3,164 | $4,334-27.0% | $5,894-46.3% | $8,951-64.7% |