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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 | $142,220 | $48,314+194.4% | $67,561+110.5% | $80,925+75.7% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 14.43% | 18.28%-3.8pp | 3525.44%-3511.0pp | 35.65%-21.2pp |
| Employer contribution / active EE | $2,118 | $2,022+4.8% | $2,735-22.6% | $2,756-23.2% |
| Participant deferral / active EE | $5,456 | $2,927+86.4% | $4,003+36.3% | $4,299+26.9% |
| Admin fee / account holder | $15,747 | $3,690+326.8% | $4,006+293.1% | $6,940+126.9% |