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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 | $107,164 | $47,479+125.7% | $62,929+70.3% | $82,448+30.0% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.1%+26.9pp | 68.1%+31.9pp |
| Annual return | 14.47% | 20.34%-5.9pp | 1063.93%-1049.5pp | 41.64%-27.2pp |
| Employer contribution / active EE | $8,077 | $1,885+328.4% | $2,505+222.5% | $2,551+216.6% |
| Participant deferral / active EE | $7,069 | $2,870+146.3% | $3,888+81.8% | $4,139+70.8% |
| Admin fee / account holder | $5,299 | $3,804+39.3% | $5,065+4.6% | $7,234-26.8% |