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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 | $51,631+191.4% | $129,397+16.3% | $80,925+85.9% |
| Participation rate | 100.0% | 56.9%+43.1pp | 69.6%+30.4pp | 67.7%+32.3pp |
| Annual return | 20.15% | 20.77%-0.6pp | 9453.98%-9433.8pp | 35.65%-15.5pp |
| Employer contribution / active EE | $2,100 | $1,583+32.7% | $4,154-49.5% | $2,756-23.8% |
| Participant deferral / active EE | $5,118 | $2,670+91.7% | $4,167+22.8% | $4,299+19.1% |
| Admin fee / account holder | $2,824 | $4,309-34.5% | $7,679-63.2% | $6,940-59.3% |