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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 | $121,881 | $48,337+152.1% | $67,560+80.4% | $80,959+50.5% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 15.90% | 18.26%-2.4pp | 3533.50%-3517.6pp | 35.67%-19.8pp |
| Employer contribution / active EE | $4,618 | $2,023+128.3% | $2,737+68.7% | $2,757+67.5% |
| Participant deferral / active EE | $7,053 | $2,928+140.9% | $4,004+76.1% | $4,300+64.0% |
| Admin fee / account holder | $11,133 | $3,695+201.2% | $3,994+178.7% | $6,925+60.8% |