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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 | $93,935 | $51,642+81.9% | $129,384-27.4% | $80,935+16.1% |
| Participation rate | 100.0% | 56.9%+43.1pp | 69.6%+30.4pp | 67.7%+32.3pp |
| Annual return | 12.22% | 20.78%-8.6pp | 9461.77%-9449.6pp | 35.66%-23.4pp |
| Employer contribution / active EE | $966 | $1,583-39.0% | $4,153-76.7% | $2,757-65.0% |
| Participant deferral / active EE | $12,600 | $2,670+372.0% | $4,166+202.5% | $4,299+193.1% |
| Admin fee / account holder | $8,940 | $4,312+107.4% | $7,686+16.3% | $6,924+29.1% |