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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 | $150,454 | $51,638+191.4% | $129,406+16.3% | $80,959+85.8% |
| Participation rate | 100.0% | 56.9%+43.1pp | 69.6%+30.4pp | 67.7%+32.3pp |
| Annual return | 20.15% | 20.78%-0.6pp | 9468.18%-9448.0pp | 35.67%-15.5pp |
| Employer contribution / active EE | $2,100 | $1,584+32.6% | $4,155-49.5% | $2,757-23.8% |
| Participant deferral / active EE | $5,118 | $2,670+91.7% | $4,167+22.8% | $4,300+19.0% |
| Admin fee / account holder | $2,824 | $4,313-34.5% | $7,689-63.3% | $6,925-59.2% |