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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 | $149,906 | $53,128+182.2% | $86,582+73.1% | $70,126+113.8% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 15.14% | 27.66%-12.5pp | 965.08%-949.9pp | 73.15%-58.0pp |
| Employer contribution / active EE | $24,123 | $2,068+1066.5% | $2,839+749.5% | $2,343+929.8% |
| Participant deferral / active EE | $2,752 | $2,695+2.1% | $3,609-23.7% | $3,332-17.4% |
| Admin fee / account holder | $5,021 | $3,584+40.1% | $4,904+2.4% | $4,645+8.1% |