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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 | $205,570 | $48,314+325.5% | $67,561+204.3% | $80,925+154.0% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 12.98% | 18.28%-5.3pp | 3525.44%-3512.5pp | 35.65%-22.7pp |
| Employer contribution / active EE | $4,186 | $2,022+107.0% | $2,735+53.1% | $2,756+51.9% |
| Participant deferral / active EE | $6,088 | $2,927+108.0% | $4,003+52.1% | $4,299+41.6% |
| Admin fee / account holder | $11,723 | $3,690+217.7% | $4,006+192.7% | $6,940+68.9% |