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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 | $125,172 | $48,327+159.0% | $67,575+85.2% | $80,935+54.7% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 17.22% | 18.31%-1.1pp | 3528.98%-3511.8pp | 35.66%-18.4pp |
| Employer contribution / active EE | $4,056 | $2,022+100.5% | $2,736+48.3% | $2,757+47.1% |
| Participant deferral / active EE | $8,616 | $2,927+194.3% | $4,003+115.2% | $4,299+100.4% |
| Admin fee / account holder | $5,451 | $3,692+47.6% | $3,993+36.5% | $6,924-21.3% |