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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 | $51,606+191.5% | $129,339+16.3% | $80,911+86.0% |
| Participation rate | 100.0% | 57.0%+43.0pp | 69.6%+30.4pp | 67.6%+32.4pp |
| Annual return | 20.15% | 20.76%-0.6pp | 9437.05%-9416.9pp | 35.63%-15.5pp |
| Employer contribution / active EE | $2,100 | $1,582+32.7% | $4,154-49.5% | $2,756-23.8% |
| Participant deferral / active EE | $5,118 | $2,669+91.8% | $4,170+22.7% | $4,297+19.1% |
| Admin fee / account holder | $2,824 | $4,310-34.5% | $7,668-63.2% | $6,935-59.3% |