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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 | $107,155 | $52,678+103.4% | $75,784+41.4% | $59,633+79.7% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.8%+24.2pp | 68.7%+31.3pp |
| Annual return | 1.11% | 2.95%-1.8pp | 9.68%-8.6pp | 2041.45%-2040.3pp |
| Employer contribution / active EE | $6,636 | $2,193+202.5% | $3,323+99.7% | $2,203+201.3% |
| Participant deferral / active EE | $4,724 | $2,591+82.4% | $3,652+29.4% | $3,192+48.0% |
| Admin fee / account holder | $6,902 | $3,610+91.2% | $5,300+30.2% | $4,297+60.6% |