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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 | $48,277+152.5% | $67,511+80.5% | $80,874+50.7% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 15.90% | 18.27%-2.4pp | 3517.41%-3501.5pp | 35.62%-19.7pp |
| Employer contribution / active EE | $4,618 | $2,021+128.5% | $2,733+69.0% | $2,756+67.6% |
| Participant deferral / active EE | $7,053 | $2,926+141.0% | $4,000+76.3% | $4,297+64.1% |
| Admin fee / account holder | $11,133 | $3,687+201.9% | $3,999+178.4% | $6,935+60.5% |