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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 | $100,665 | $48,314+108.4% | $67,561+49.0% | $80,925+24.4% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 34.32% | 18.28%+16.0pp | 3525.44%-3491.1pp | 35.65%-1.3pp |
| Employer contribution / active EE | $8,024 | $2,022+296.9% | $2,735+193.4% | $2,756+191.1% |
| Participant deferral / active EE | $6,780 | $2,927+131.7% | $4,003+69.4% | $4,299+57.7% |
| Admin fee / account holder | $23,756 | $3,690+543.9% | $4,006+493.1% | $6,940+242.3% |