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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 | $171,599 | $48,327+255.1% | $67,575+153.9% | $80,935+112.0% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 20.71% | 18.31%+2.4pp | 3528.98%-3508.3pp | 35.66%-14.9pp |
| Employer contribution / active EE | $13,896 | $2,022+587.2% | $2,736+408.0% | $2,757+404.1% |
| Participant deferral / active EE | $11,667 | $2,927+298.5% | $4,003+191.4% | $4,299+171.3% |
| Admin fee / account holder | $8,308 | $3,692+125.0% | $3,993+108.1% | $6,924+20.0% |