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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 | $113,152 | $78,707+43.8% | $117,861-4.0% | $70,126+61.4% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 14.26% | 23.30%-9.0pp | 335.11%-320.8pp | 73.15%-58.9pp |
| Employer contribution / active EE | $3,950 | $2,223+77.6% | $3,786+4.3% | $2,343+68.6% |
| Participant deferral / active EE | $5,212 | $3,297+58.1% | $4,482+16.3% | $3,332+56.4% |
| Admin fee / account holder | $29,161 | $5,066+475.7% | $8,021+263.6% | $4,645+527.7% |