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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 | $107,201 | $47,479+125.8% | $62,929+70.4% | $82,448+30.0% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.1%+26.9pp | 68.1%+31.9pp |
| Annual return | 13.58% | 20.34%-6.8pp | 1063.93%-1050.3pp | 41.64%-28.1pp |
| Employer contribution / active EE | $3,321 | $1,885+76.1% | $2,505+32.6% | $2,551+30.2% |
| Participant deferral / active EE | $4,283 | $2,870+49.2% | $3,888+10.2% | $4,139+3.5% |
| Admin fee / account holder | $3,549 | $3,804-6.7% | $5,065-29.9% | $7,234-50.9% |